Typical Client Attributes

List of Typical Client Attributes:

  • Financially Mature Stage   

  • Has Accumulated Assets 

  • Can’t Recreate Their Wealth If Lost

  • Understands Need for Process 

  • Risk Aware 

  • Feel Worse on Loss Than Feel Good on Gain 

  • Want to Be Able to See Their Assets 

  • Want Independent Access to Their Money 

  • Wants Flexible Asset Withdrawals 

  • Want to Know What They Own and Why 

  • Want To Be Kept Informed

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Retirement Success in the New Economy

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