You Would Be In Good Company

A Jackson, Grant client might be:

• A couple concerned about one spouse's lack of interest in things financial
• A market-savvy CPA or lawyer who accumulated wealth over a successful career
• A retired teacher who lived under his or her means
• A senior executive who is used to dealing with professional money managers
• A doctor's widow who has no experience investing on her own
• A 30-year old who inherited wealth
• A 50-ish couple that needs to build assets for retirement

Or even a financial services professional whose expertise is growing wealth, as opposed to creating income that will last a lifetime.