Portfolio Overview - John Smith
Client information: Account Information: Advisor information: Log out:
Client John Smith
Address 1231 main street
City/State Las Vegas, Nevada
Zip 89123
Phone Number 702-555-12343
Cell phone 702-555-6543
Work Phone 702-555-7821
FAX 702-555-4567
Email jsmith@acme.com
Account Number JS56051185440
Password *********
Client Since October, 2004
Types of Accounts

 

 Investment
Banking
Insurance
Retirement

Updates sent to 

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Desktop
Cell phone
Name Jane Doe
Title Senior Advisor
Phone Number 702-123-4567
Cell Phone 702-987-6543
FAX 702-654-3210
Email jdoe@uagroup.com

 
Last Contact November, 2006
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Last Log In 11/22/06  5:15pm

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Retirement

Retirement:
Name Type Account Amount
IRA Roth 44544544 $56110.23
IRA Traditional 98565233 $5002.00
401K Matching 26464644 $98123.56
       

   

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Retirement News:

Wanted - more perks to push unit trust-based retirement funds
Business Times - Malaysia, Malaysia - 5 hours ago
... urged the Government to provide more incentives, apart from just tax cuts,

 to attract more Malaysians to invest in the unit trust-based retirement fund scheme ...
Classify Unit Trust Funds For Retirement Savings: FMUTM Bernama
FMUTM: Give non-tax benefits for private retirement funds The Edge Daily
all 3 news articles »

Opinions heard over retirement village plan
ic CheshireOnline, UK - 13 hours ago
HELSBY residents were given the chance to air their views on Brook-house plans for a

proposed retirement village before it goes before Vale Royal Borough ...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

 

 

 

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John Smith, 

After carefully reviewing the current market trends for LGI, I believe that now is a good time to sell all 100 of your shares. You could make a profit of 5% as compared to your purchase price in January 2006.Based on your current portfolio information, I recommend that you update your life insurance policy. Research and calculations show a policy raised to $1,000,000.00 would better suit you and your families needs. Please contact me if you have any further questions.

Thank you,
Your Personal Advisor
Jane Doe
 

 

 

 

Retirement Summary:
Name Type Account Amount
IRA Roth 44544544 $56110.23
IRA Std. 98565233 $5002.00
401K Matching 26464644 $98123.56
       
 

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