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.