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Profile Name: Greg Johnson Description: 65 year old investor   Personal Info 1. Date of Birth (MM-DD-YYYY) 01-13-1959 2. Income per year $120,000 3. Marital status Single 4. Children 4 5. Grand-children 12   Personal Preferences 1. Risk Appetite Moderate 2. Investment Knowledge Experienced   Purchase Plans 1. Cars $18,000 2. Home Electronics $5000   Liabilities and Expenses 1. Credit Card Debt Low 2. Mortgages Moderate 3. Out of pocket Medical Expenses Low   Assets 1. Personal Residence Townhouse 2. Vacation Residence Townhouse 3. Cars 2   Interests - Dreams 1. Vacation Residence Would like to have 2. Tour of the World Would like to have 3. Member of a Rock-n-roll band Must have 4. Active member of a faith community Must have 5. Family Vacations per year 2
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