Page 2 - Sample Financial Plan 4-1-2019 v2
P. 2
Table of Contents
Tab Contents
Client Portal ׀ Client Portal Username and Password
Vault ׀ Vault List
Portfolio Reports ׀ Portfolio Report
Model Portfolios and Fees ׀ Model Portfolios and Fees
Account Statements ׀ Monthly and Quarterly Account Statements
Retirement Plan ׀ Retirement Forecast Report
Social Security ׀ Maximize My Social Security
Estate Plan ׀ Will, Trust, Financial and HC Power of Attorney, Advance Directive for Health Care
Insurance ׀ Health, Life, House, Car, Medicare, & Disability
Taxes ׀ Tax Returns
Misc. ׀ Titles and Deeds, College Planning, Charitable Giving
Folders ׀ Folders
