文档介绍：: .
'Personal Financial Plan' is offered to help enhance your knowledge of various topics and communicate some of the
intricacies of the financial world. The plan represents a framework to clarify and structure your financial matters.
This plan is based upon confidential information you provided regarding your present resources and objectives.
While illustrations within this plan can be a valuable aid in the examination of your finances, it does not represent
the culmination of your planning efforts. Financial planning is an ongoing process.
This hypothetical illustration of mathematical principles is custom made to model some potential situations and
transitions you may face in your financial future. Hypothetical assumptions used in this illustration are specifically
chosen to communicate and demonstrate your current financial position and highlight for discussion with your
advisor the complex future interacting effects of combined incomes, expenses, savings, asset growth, taxes,
retirement benefits, and insurance.
This document is not an advertisement or solicitation for any specific investment, investment strategy, or service.
No recommendations or projections of specific investments or investment strategies are made or implied. Any
illustrations of asset growth contained herein are strictly used to demonstrate mathematical concepts and
relationships while presenting a balanced and complete picture of certain financial principles. Growth assumptions
are applied to generalized accounts based upon differing tax treatment. Illustrations, charts and tables do not predict
or project actual future investment performance, or imply that any past performance will recur.
This plan does not provide tax or legal advice, but may illustrate some tax rules or effects and mention potential
legal options for educational pur