SAMPLE FINANCIAL PLAN

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SAMPLE FINANCIAL PLAN Prepared for Jack and Jill Johnson Presented by: Joseph S. Hersch, MBA, CFP FINANCIAL Adviser * Eagle Strategies 51 Madison Avenue Room 151 New York, NY 10010 (212) 576-5636 * FINANCIAL Adviser offering investment advisory services through Eagle Strategies LLC, a registered investment adviser. Eagle Strategies is not owned or operated by Eagle Strategies LLC or any of its 14, 2013 Table of Contents Table of Contents ........................................ ........................................ ........................................ ........ 2 Comprehensive Disclaimer ........................................ ........................................ ................................. 4 Family Information Summary ........................................ ........................................ .............................. 6 Property Summary.

Version 7.8.2.30535 § Prepared on May 14, 2013 by Joseph S. Hersch, MBA, CFP § Personal and Confidential § Page 8 of 133 Asset Summary Base Facts Prepared for Jack and Jill Johnson The Asset Summary report lists your assets including investments, annuities and businesses and displays assumptions

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