Plan for Thomas and Gwen Morris with 1 child Madison .
The Morris's have big plans . (See Page 8)
Plan a wedding
Pay for Madison's College
Be ready to retire at their normal retirement age of early
Buy a new home in 2020
Save for an annual vacation
Maybe even a lake home!
Their current plan estimates that they have a 75% chance of meeting all of their goals! (See Page 6)
Their original plan had a 0% chance of meeting their goals. In fact, there was no planning!
Like all of us, the Morris's also had concerns about reaching their goals. (See Page 13)
SEC/FINRA CRD 298299