作者：priscilla bock 12 年以前
265
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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.
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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
