Harvey & Ricky

GOALS

RETIREMENT VISION

"Live comfortably throughout retirement"

"How do we increase our cash flow in retirement"

Travel

INVESTMENT GOAL

Review current investments

"Have a retirement income plan in place that we can use to keep us on track"

"Keeping our same lifestyle while we are in retirement

Maintaining our relationship with our children and grandchildren

FAMILY

2 Children

"make sure they are set now, and leave money to kids and grandchildren"

ADVISORS

No Financial Advisor currently, self manage

"seeking trust and ability of an Advisor"

Investment Experience

Stocks, Mutual Funds

CPA

currently have an accountant, good relationship

ATTORNEY

estate attorney, good relationship

"Currently have a Will and Trust"

"We need a second opinion on our portfolio"

"Don't want to outlive our money"

REAL ESTATE

PRIMARY RESIDENCE

BANK ACCOUNTS

IRA & RETIREMENT ACCOUNTS

NON QUALIFIED - BROKERAGE ACCOUNTS

JOINT ACCOUNTS

"Looking to change to a new Brokerage firm "

TRUST ACCOUNT

"we need to simplify our accounts"

SOCIAL SECURITY

"currently taking social security"

INVESTMENT INCOME

PENSION