Category

Planning

Professional

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A client who feels that they don't have the time and/or knowledge to effectively manage their's or their families investment portfolio. Their financial wealth has grown from regular savings, group plans, option programs, and bonus pay outs.

Estate Wealth

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New found financial wealth via inheritance, winnings, or insurance claim. Someone who has increased their financial wealth by selling a business or property

Business Owner

Transitioning from running their own enterprise to monetizing their retirement and lifestyle-- materializing most important assets