Financial Snapshot

Current Plan - Greg and Anna Hoffman

Goal Coverage Your Advisor

Retirement 100% Arun Kumar
Principal Residence (Joint) 0%

Surv. Income - Greg passes away 59% Net Worth $8,020,000

Surv. Income - Anna passes away 68% Assets $8,020,000
Surv. Income - Both pass away 100% Liabilities $0
Disability Income - Greg 100%

Disability Income - Anna 100%

Cash Flow ($235,574)
Long Term Care - Greg 100%

Long Term Care - Anna 100%

Inflows $225,000
Outflows $460,574
Emergency Fund 100%

Asset Allocation Probability of Success

Rate of Return 0.00% Retirement 100%

Asset Class ($) (%) Principal Residence (Joint) 0%

Total $0
© 2019 Morningstar Investment Management LLC. All rights reserved. Assumptions
Morningstar is a registered investment advisor that develops proprietary asset
allocation tools used for educational purposes only. Morningstar has granted Greg Anna
Advicent Solutions, LP a license to use these asset allocation tools. Inflation Rate 3.00% 3.00%
Morningstar is not affiliated with Advicent Solutions.
Retire At 65 65
Life Expectancy 90 90

Important: The calculations or other information generated by NaviPlan® version 20.3 regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect
actual investment results, and are not guarantees of future results. These calculations are shown for illustrative purposes only because they utilize return data that may not include fees or
operating expenses, and are not available for investment. If included, fees and other operating expenses would materially reduce these calculations.

Prepared by Arun Kumar Page 1 of 1