Client Profile for John Reids
September 3, 2012
History
College Morrisville
CO in Long Island
Move to Wellsville, NY
Who's Important to you?
-Family
-Children
-Church
Estate Planning
-Will
-Power of Attorney
-Health Care Proxy
-No Trust
Retirement
401(k) Plan through Employer
Income & Assets
Works as CO at FCI Mckean
Saves through employer 401(k) plan
-S&P500 Stock
-Government bonds
-Small CAP
"I keep them for long term in
market ups and downs"
Insurance Types
-Group Term Life Insurance
-HMO Medical
-Homeowner
-State Farm Auto
Value of Money
"Security"
Lifetime goals
Financial issue "My paycheck. I haven't
received a raise in three years."
Travel more
To retire in 5 years
Pay for children's college/weddings
Advisors
No Financial Advisor
No Lawyer. "Lack of trust"
Five Year Plan
Own a house down South
Be retired; living comfortably
Hobbies, activities
Hunting
Fishing
Camping
Union Organization