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"
