Page 32 - Sample Financial Plan 4-1-2019 v2
P. 32

Quarterly Report

                                                                                   October 1-December 31, 2018











                                                                                   Prepared for
                                                                                   Sample Client













                                                                                   Advisory Representative


                                                                                   STEVEN CONKIN, CFP, ChFC, MBA
                                                                                   Woodbury Financial Services, Inc.















         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.
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