Transcription of Sample Comprehensive Financial Plan - B.E.S.T. Wealth ...
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Sample Comprehensive Financial Plan - B.E.S.T. Wealth ...
Especially Prepared For:John and Jane DoeBy: Brad TinnonCERTIFIED Financial PLANNER September 2013 Sample Comprehensive Financial Wealth Management, LLCS eptember 30, 2013 John and Jane DoePresented by: Brad Tinnon, CFP Wealth Management, LLC NET WORTH SUMMARY January 2011 $302,518 September 2012 $375,821 September 2013 $447,001 Personal Assets - JohnPersonal Assets - JaneABC Company 401(k)$120,0004 Parkway School District 403(b)$25,0002 Wealth Roth IRA$16,0005$120,000 Public School Retirement Pension$11 -------------$41,001529 College Savings - JohnOther AssetsMissouri MOST 529 (fbo Johnny)$15,000 ------------- -------------$15,000$0 Life Insurance Net - JohnLife Insurance Net - JaneABC Company Group Policy$300,000 Spousal Group Policy$50,000 ----------------Rockwood Group Policy$50,000$300,000 ----------------$100,000 Joint PropertyDebts & LiabilitiesFirst Bank Checking$6,000 Mortgage$225,0003 First Bank Savings$30,000 ------------- Wealth Non IRA Acct$105,000$225,000 Personal Residence$300,000 Furnishings$30,000 Vehicles$25,000 ------------- $496,000 Current ValuesGross Estate Values$120,000 <==As
B.E.S.T. Wealth Management, LLC NET WORTH SUMMARY January 2011 $302,518 September 2012 $375,821 September 2013 $447,001
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