Page 1 - Sample Financial Plan 4-1-2019 v2
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John and Jane Smith
Sample Financial Plan
Steve R. Conkin, MBA, ChFC, CFP®
Conkin Financial Group, Inc.
1320 E. 9th Street, Suite 7
Edmond, OK 73034
Office: 405‐348‐6200
Cell: 405‐657‐6202
Fax: 405‐252‐5631
steve.conkin@conkinfinancial.com
www.conkinfinancial.com
Securities and investment advisory services offered through Woodbury Financial Services, Inc.
(WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing
names, products, or services referenced here are independent of WFS.
