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Appreciation Financial Target Audience
Appreciation Financial's target audience consists primarily of teachers and other public employees. The company focuses on individuals who have unique retirement income options available to them, such as 403(b) plans and pension plans. They aim to serve public sector workers who need assistance with retirement planning, investment solutions, and debt relief. The company offers online appointments and has professionals available to assist clients in multiple states. Appreciation Financial also shows dedication to serving those who serve others through their Appreciation Ambassador program focused on assisting schools with needed supplies and campus improvements.
User Segments
Age: 35
Gender: Female
Occupation: Middle School Teacher
Education: Master's Degree, Education
Age: 42
Gender: Female
Occupation: City Government Employee
Education: Bachelor's Degree, Public Administration
Age: 38
Gender: Female
Occupation: Special Education Teacher
Education: Master's Degree, Special Education
Sarah Miller
Goals
- To gain a clear understanding of her 403(b) plan and other retirement options so she can make informed decisions for her future
- To develop a comprehensive financial plan that balances current needs with long-term retirement security, ensuring she doesn't outlive her assets
- To improve her financial literacy and confidence in managing her finances, empowering her to take control of her financial future.
Pain Points
- Feeling overwhelmed by complex retirement options and investment choices
- Struggling to balance current financial needs with long-term retirement goals
- Lacking confidence in making informed financial decisions due to limited financial literacy.
Appreciation Financial Geographic Distribution
The primary market is the United States, followed by Canada and the United Kingdom, reflecting the company's focus on regions with established financial planning needs.
Top Countries
United States
Canada
United Kingdom
Australia
Germany
Age Distribution
Key Insights
Primary age group concentration shows strong presence in:
31-35
Most active age range
Target Audience Socio-economic Profile
Most target users live in households of 2-4 people with a medium income level, indicating a stable financial situation and a need for long-term planning.
Employment Status
Income Distribution
Education Level
Appreciation Financial Behavior Analysis
Behavior Profile
Device Breakdown
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