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SAMPLE FINANCIAL PLAN

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 .. 7 Asset Summary.

Version 7.8.2.30535 § Prepared on May 14, 2013 by Joseph S. Hersch, MBA, CFP § Personal and Confidential § Page 7 of 133 Property Summary Base Facts Prepared for Jack and Jill Johnson The Property Summary report lists your real estate and personal property. PROPERTY, REAL ESTATE Personal Residence Value: $750,000 Tax Basis: $500,000

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