Page 3 - Mumme Booklet
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DRAFT
DOUG AND MARIE MUMME
DISCOVERY AGREEMENT
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YOUR PLANNING OBJECTIVES
Annual Income numbers for the plan were taken from Social Security Statements (2019)
Doug: $120,491/yr
Marie: $103,969/yr
Social Security Benefit numbers provided by the clients are included in the analysis.
Investment accounts are updated through the statements and numbers provided by the client. Please login
through our Northwestern Mutual Portal and connect investment and bank accounts for future reference. This
way we can update numbers periodically without having to ask for updated statements.
Personal Investor Profile: Balanced 60-40 (As of 12/2020) Score = 80
We are adding a new Non-Qualified Investment account called “PDQ Investments, LLC” with $10M. Doug will
purchase "Land/Deer Lease" for $1.2m out of the PDQ Investments, LLC investment account in 2021.
PERSONAL INFORMATION
Age at
End of
Year
Doug 54
Marie 56
CHILDREN
Austin 40
Chandler 19
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This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
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