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Categories:
All
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insurance
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hobbies
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financial
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retirement
by
priscilla bock
12 years ago
302
New Map
John Reids, aiming to retire in five years, currently works as a correctional officer. His retirement planning includes a 401(k) plan provided by his employer and various insurance policies, such as group term life and homeowner insurance.
Open
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Client Profile for John Reids September 3, 2012
Hobbies, activities
Hunting Fishing Camping Union Organization
Five Year Plan
Be retired; living comfortably
Own a house down South
Advisors
No Financial Advisor No Lawyer. "Lack of trust"
Lifetime goals
Pay for children's college/weddings
To retire in 5 years
Travel more
Financial issue "My paycheck. I haven't received a raise in three years."
Value of Money
"Security"
Insurance Types
-Group Term Life Insurance -HMO Medical -Homeowner -State Farm Auto
Income & Assets
-S&P500 Stock -Government bonds -Small CAP "I keep them for long term in market ups and downs"
Saves through employer 401(k) plan
Works as CO at FCI Mckean
Retirement
401(k) Plan through Employer
Estate Planning
-Will -Power of Attorney -Health Care Proxy -No Trust
Who's Important to you?
-Family -Children -Church
History
College Morrisville CO in Long Island Move to Wellsville, NY