SAFE - Amazon Simple Storage Service

Earned Income

Investment/Savings Diverter

Qualified Plan Contributions

Lifetime Capital Potential

Investments

& 5

4

5

2

%

Savings

,

)

RISK

& % 3

SAFE

4

9

,

%

Emergency Fund

Protection

Personal Economic Model?

Borrowed Funds

House

,QIORZ

2XWIORZ

Lifestyle Regulator Tax Filter

Lifestyle

Standard of Living

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3 Types of Money

Do You Know the Answers to The 4 Most Important Financial Questions?

1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?

2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy?

3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?

4. If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

5 Areas of Major Wealth Transfers

1.Mortgages 2.Taxes 3.Qualified Plans 4.College Planning 5.Major Expenses (i.e. car payments, credit cards, etc.)

Advisor Contact Information

Name: Phone: E-mail:

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