1. Plan for Thomas and Gwen Morris with 1 child Madison.

  2.   The Morris's have big plans.  (See Page 8)

    1.   Plan a wedding

    2.   Pay for Madison's College

    3.   Be ready to retire at their normal retirement age of early

    4.   Buy a new home in 2020

    5.   Save for an annual vacation

    6.   Maybe even a lake home!

  3.    Their current plan estimates that they have a 75% chance of meeting all of their goals!    (See Page 6)

  4.    Their original plan had a 0% chance of meeting their goals.   In fact, there was no planning!

  5.     Like all of us, the Morris's also had concerns about reaching their goals.   (See Page 13)


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And Your Family!