1.  Plan for Thomas and Gwen Morris with 1 child Madison .

  2.   The Morris's have big plans .  (See Page 8)

    1.   Plan a wedding

    2.   Pay for Madison's College

    3.   Be ready to retire at their normal retirement age of early

    4.   Buy a new home in 2020

    5.   Save for an annual vacation

    6.   Maybe even a lake home!

  3.    Their current plan estimates that they have a 75% chance of meeting all of their goals!    (See Page 6) 

  4.    Their original plan had a 0% chance of meeting their goals.   In fact, there was no planning!

  5.     Like all of us, the Morris's also had concerns about reaching their goals.   (See Page 13)

 

Let Us Make A Plan For You

And Your Family!