| 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
|
|
|
|
