Tim is a financial advisor that was asked to give a 2nd opinion to an investor named Dan. When introduced, Dan mentioned that he was already working with an advisor.
Dan is a hedge fund trader in Chicago making a tremendous living for himself. He is 45 years old and has been saving for retirement ever since he started his career at 22 years old.
Sally is 38 years old and the mother of 3 children. She and her husband have a financial advisor who is helping them save for retirement and for their kids’ college.