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Who does Wealth and Business Planning Group, LLC (The Financial Quarterback™) serve?

April 26, 2017Business financial group LLC planning serve wealth

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Who does Wealth and Business Planning Group, LLC (The Financial Quarterback™) serve?

1 Answer

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10 Posted

Most clients have several, but rarely all of the following characteristics: • Already retired, or • Would like to retire in 5 years or less • Successful business owner • Usually age 50+, but not always • Under the age 50, you probably own a lot of company stock or stock options • Happily married for several years • You take pride in the accomplishment of your children and grandchildren • Outgoing and active