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I’ve been a licensed financial planner for nearly 13 years now. I’d like to give you an example of what a typical client of mine looks like, keeping in mind I only deal with retail customers:

A couple in their late 50’s to mid 70’s, with anywhere from no children up to 6 children… the BabyBoomer generation.

I know I’ve given you a very broad range here but it does encapsulate the demographic that makes up the overwhelming majority of my client base… and I’m willing to bet… the client base of most financial planners and advisors in this country.

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