Attorneys
Most attorneys are busy people, and many are so focused on working to earn a living that they forego the steps needed to amass the assets required for them to make working discretionary. For many, the wake-up call for planning comes when they see a colleague working well past their prime because they simply cannot afford to quit. For those who prefer to make work in their later years optional rather than mandatory, they seek the counsel of someone who has both the time and knowledge needed to organize their financial picture.