Caretakers are guarding assets
Caretakers are individuals, families or business owners who are guarding assets for intermediate/short-term financial objectives such as a work-optional lifestyle, business sale and other goals. For example:
BUSINESS OWNERS / EXECUTIVES
Business is booming. You’ve hired the right employees and you’re saving for your own goals. Now would be the time to look at educating and empowering your employees to look at their own financial goals. While business is good, you also want to look at some other alternatives to saving through your business.
INDIVIDUALS / FAMILIES
You long to slow down. The commute is wearing on you and you are entertaining the idea of a work-optional lifestyle, where you work for fun and not for the paycheck.