Someone typically in their late 50s to early 60s, who is focused on making smart, informed decisions as they approach retirement. They’ve spent years building their career and accumulating savings, and now want to ensure they’re fully prepared for the transition ahead.

Someone who has worked hard to build their savings and now want to ensure their wealth provides lasting income, protects their loved ones, and supports the retirement lifestyle they’ve envisioned.

A HENRY stands for High Earner, Not Rich Yet - individuals or households who earn a high income but haven’t yet accumulated significant wealth.