Question

PLEASE ASSIST : Which one of the following would probably benefit the most from personal financial planning services? . A. Wealthy individuals who may face estate tax liabilities . . B. Older persons nearing retirement and needing to know what their income will most likely be during retirement . . C. People in high tax brackets looking for tax-advantaged investments . . D. People of modest means who are least able to afford financial planning services .

Answer 1

B is wrong. The correct answer is D. People of modest means who are least able to afford financial planning services. It says it in your book.

Answer 2

"Older persons nearing retirement and needing to know what their income will most likely be during retirement" is the one among the following that would probably benefit the most from personal financial planning services. The correct option among all the options that are given in the question is the second option or option "B".