Page 25 - UIG_Membership Service Brochure

MEET
KEVIN & SUSAN

Kevin and Susan have worked hard their entire lives. They
have raised a family. They both have jobs. Kevin has worked
in the same company for 15 years in sales, and Susan recently

was hired by the local school as an administrative assistant.
Their kids are moving out, and they have a nagging feeling
they need to be doing more with their money. They worry
about investments and retirement. They want to make sure
they can plan for their future needs and still spend more
time with those they love.

WHAT'S NEXT? FOCUSED ON

Kevin and Susan need guidance • Greater Tax Sensativity
to protect themselves from • Preserving Wealth
unnecessary taxes, manage their
money to achieve the goals they • Estate Planning
have for retirement and legal advice
to help leave a legacy for their kids.