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Life Goals Sample

Life Goals Sample

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Published by Howard Keziah
This is a sample of a financial needs analysis created from PlanLab's Life Goals planning tool. Financial planners and insurance agents can learn more about Life Goals and other planning tools at https://store.planlab.us
This is a sample of a financial needs analysis created from PlanLab's Life Goals planning tool. Financial planners and insurance agents can learn more about Life Goals and other planning tools at https://store.planlab.us

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Published by: Howard Keziah on Feb 19, 2009
Copyright:Attribution Non-commercial

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01/11/2013

 
Bob Sanders 
and 
Meredith Sanders 
Presented by:John Q. Advisor, CLU, ChFCFor Evaluation Purposes Only10735 David Taylor DriveSuite 350Charlotte, North Carolina 28262Phone: 1-800-438-6017Mobile Phone: (704) 549-1100Fax: (704) 549-5700E-mail: john.q.advisor@impact-tech.com
 
This analysis provides only broad, general guidelines, which may be helpful in shaping your thinkingabout your financial needs. It can serve as a guide for discussions with your professional advisors. Thequality of this analysis is dependent upon the accuracy of data provided by you. Calculations containedin this analysis are estimates only.Actual results may vary substantially from the figures shown. All rates of return are hypothetical andare not a guarantee of future performance of any asset, including insurance or other financial products.All inflation rates are estimates provided by you.This analysis contains very specific computations concerning the value of your assets today. Thesecomputations are based on assumptions you provided concerning the value of your assets today and therate at which the assets will appreciate. These assumptions must be carefully reviewed for theirreasonableness. These assumptions are only a "best guess". The actual values and rates of growth maybe significantly different from those illustrated. No guarantee can be made regarding values and taxeswhen actual appreciation rates and tax rates cannot be known at this time.Any assumptions are for illustrative purposes and not to be considered as legal advice; only your legalcounsel should provide such advice. No legal or accounting advice is being rendered either by thisreport or through any other oral or written communications. Please discuss legal and accounting mattersdirectly with your counselors in each of those areas. Because your financial concerns and goals maychange in the future, periodically monitoring actual results and making appropriate adjustments areessential components of your program. Annual updating allows a year of estimated values to bereplaced with actual results and can be very helpful in your determining whether your analyses are onyour desired course. Strategies may be proposed, including the acquisition of insurance and otherfinancial products. When this occurs, additional information about the specific product (including aprospectus, if required) will be provided for your review.IMPORTANT: The projections or other information generated by this investment analysis tool (LifeGoals) regarding the likelihood of various investment outcomes are hypothetical in nature, do notreflect actual investment results and are not guarantees of future results.IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, thisnotice is to inform you that any U.S. federal tax advice contained in this presentation is not intended orwritten to be used, and cannot be used, for the purpose of (i) avoiding penalties under the InternalRevenue Code or (ii) promoting, marketing or recommending to another party any transaction or matteraddressed in this presentation.
Disclosure
Version 1.00.00 c. 1.0.0.0Presented by: John Q. Advisor, CLU, ChFCFor Evaluation Purposes OnlyAugust 30, 20072 of 32
 
There are many potential financial goals in your life. This presentation considers the information youhave shared—your assets, your wishes, and your thoughts about the future—to determine your progresstoward the following fundamental financial goals:
Survivor Needs Goal
If something were to happen to you or your spouse, would your family haveenough to live comfortably?
Monthly Savings Goal for Retirement
Will your current annual savings be enough for a financially secure retirement?
Monthly Savings Goal for Education
Are you saving enough each year to ensure a quality education for your children?
Disability Income Needs Goal
If you or your spouse loses the ability to earn an income as a result of an accidentor illness, how would you maintain your lifestyle?
Getting Started
Confirm your information to ensure an accurate presentation specific to your situation.1.Analyze your current progress towards each of your goals.2.Prioritize which goals require immediate action and consider solutions.3.
Defining Your Financial Goals
Presented by: John Q. Advisor, CLU, ChFCFor Evaluation Purposes OnlyAugust 30, 20073 of 32

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