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Sample Starter Roadmap

Sample Starter Roadmap

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Published by Retiremap
This is an advisor-branded sample Starter Roadmap that is produced by Boulevard R's Amp software.
This is an advisor-branded sample Starter Roadmap that is produced by Boulevard R's Amp software.

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Categories:Types, Brochures
Published by: Retiremap on May 03, 2012
Copyright:Attribution Non-commercial

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05/03/2012

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March 29, 2012
Save for College
 
Welcome to Jeff JacobsFinancial Services
WelcometoJeff Jacobs FinancialServices
Letter from Jeff Jacobs
My primary goal is not only to provide comprehensive financialplanning for my clients, but also understand their decision-making process and learn about their goals and dreams.In addition to comprehensive planning, I specialize in 401(k)rollovers, insurance and retirement planning and can apply myadditional expertise when it comes to financial planning. Themost important aspects of my practice are helping cleintsrealize their financial goals and keeping them up to date onchanges in the financial markets. At Jeff Jacobs Financial Services, our clients enlist us to helplessen the burden of money management and improve their quality of life.Sincerely,Jeff Jacobs, CFP CLU
 About Jeff Jacobs Financial Services
 At Jeff Jacobs Financial Services, we are dedicated toproviding all of our clients with a personalized financial planthat will help guide them towards their goals and dreams. Our aim is to help you understand all the potential financial risksand then help you mitigate these risks. Just as thecircumstances, goals and background of our clients' lives vary,so do our plans for them.We want to be your trusted financial partner and work closelywith you to achive long-term financial security.
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Starter Roadmap: Are You OnTrack?
Starter Roadmap: AreYouOnTrack?
Overview 
You could be doing a better job of saving to pursue your goalsand striving to achieve the future you envision.Based on the calculation results on the following pages whichare primarily a result of the data summarized on the second tolast page of your Starter Roadmap, you are presently not ontrack to enjoy a retirement with your basic needs met if you tryto fund your financial goals.If you started saving more now and/or downsized one of your more expensive goals, you could potentially enjoy a morecomfortable retirement, which could enable you to afforddecent health care and an occasional vacation.
 A little more about your Overview 
 At least one of the goals you selected has a significantexpense associated with it and while it may be very importantto you, it also means that you'll have less money that you canput toward your retirement savings. This might be one of thereasons you did not get a green light. At least one of the activities you want to pursue in retirement isnot going to be cheap and will carry a significant expense.Since your income is high relative to your total savings, youcan anticipate needing significant retirement income tomaintain your standard of living. Right now, it appears thatyou won't be meeting your retirement income needs.
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