Mr and Mr Clients

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CHAPTER 1 The Goals and Functions of Financial Management

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Mr and Mr Clients

INCOME SOURCES

PENSION

INVESTMENT INCOME

SOCIAL SECURITY

"currently taking social security"

ASSETS

NON QUALIFIED - BROKERAGE ACCOUNTS

TRUST ACCOUNT

"we need to simplify our accounts"

JOINT ACCOUNTS

"Looking to change to a new Brokerage firm "

IRA & RETIREMENT ACCOUNTS

BANK ACCOUNTS

REAL ESTATE

PRIMARY RESIDENCE

CONCERNS

"Don't want to outlive our money"

"We need a second opinion on our portfolio"

ESTATE PLANNING

"Currently have a Will and Trust"

RELATIONSHIPS

ATTORNEY

estate attorney, good relationship

CPA

currently have an accountant, good relationship

ADVISORS

Investment Experience

Stocks, Mutual Funds

No Financial Advisor currently, self manage

"seeking trust and ability of an Advisor"

FAMILY

2 Children

"make sure they are set now, and leave money to kids and grandchildren"

VALUES

Maintaining our relationship with our children and grandchildren

"Keeping our same lifestyle while we are in retirement

GOALS

INVESTMENT GOAL

"Have a retirement income plan in place that we can use to keep us on track"

Review current investments

RETIREMENT VISION

Travel

"How do we increase our cash flow in retirement"

"Live comfortably throughout retirement"