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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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