Page 1

meet

Jack & Diane’s challenges: t)PXTIPVMEXFNBOBHFPVS DVSSFOUEFCU t)PXTIPVMEXFUIJOLBCPVUBOE GJOBODFMBSHFQVSDIBTFT t)PXTIPVMEXFFWBMVBUFPVS IPVTFIPMEBOEMJGFTUZMFOFFET t)PXDBOXFSFEVDFPVSUBYFT BOEGJOENPSFNPOFZUPTBWF t)PXDBOXFCFTUNFFUPVS SFUJSFNFOUHPBMT

DR. JAC

K AND  

DIANE,

 CHARL

Ideal % 42%

Jack & Diane’s answers:

3.6% 32.8% 68.4%

%JTDPWFSFEIPXUPBDIJFWF CBMBODFBNPOHUIFDPNQFUJOH EFNBOETGPSUIFJSJODPNFXJUI UIFwealth finder

Actual %

42.4%

 SC  ,    

JULY 1

Actual Amount

,  20XX

Goal %

$290,977

Goal Amount

42.4%

 Legacy  S avings    Large  P urchases    Lifestyle   Expenses    Loan  and  Leases    Levies    Cash  S

Actual

$290,977

%

$10,500 $3,000 $92,622

31.8% 44.9% 23.5%

eficit

$130,515 $68,418 $14,078

4.8%

39.7% 33.7% 26.5%

Legacy

Ideal Am ount

39.8%

$115,784

0%

$0 $98,022

33.7% 16.1%

$46,860 $30,311

10.4%

Legacy

Mileston

Age at Financ ial Free    Legacy  G dom oal      Curren t  Saving  O utcome      Gap      2009  C ontribution  Required

n

Today

Ideal Be nchmark %

Goals

$4.5 Millio

Your answers  are  waiting.

 Legacy  S avings    Large  P urchases    Lifestyle   Expenses    Loan  and  Leases    Levies

Current Savings

e (Inflated)

Goal

H U F F O R D F I N A N C I A L A D V I S O R S , L LC

A place where lives are changed

888-470-3064        info@huffordfinancial.com        huffordfinancial.com

Exclusive financial planning partner of the Academy of General Dentistry

Propose d Date 12/31/XX

Actual Amount

3.6% 1.0%

urplus /D

evaluation.

call 888-470-3064

ESTON,

65 $4.5 $1.2 $3.3 $115,700

Jack and Diane Tear Sheet  

Jack and Diane Tear Sheet

Read more
Read more
Similar to
Popular now
Just for you