It was the right decision for me and Broadleaf clients and secured not only mine but their financial future.
I started Broadleaf Financial Service in 1995. I ran a very successful business for over 20 years, building up a large client base, who over the years not only where clients but became friends.
In 2019 as retirement loomed it became apparent that I needed to find a likeminded company that would treat my friends as I have treated them over the years.
I looked at a considerable number of companies to sell my practice to, but each one failed to give me the reassurance that they would continue as Broadleaf had over the years.
Luckily, I met Alan Hudson. From the first meeting it became very apparent that his passion and enthusiasm had grown AFH into a market leader and a perfect home for Broadleaf clients.
The process of sale was detailed and extensive, but at the end Broadleaf became part of AFH.