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Example Plans


These hypothetical financial plans are being presented to illustrate the looks of a plan from Emerald Financial Services, Inc. The people and information are completely fictional and are for illustrative purposes only. You should seek the advice of a qualified professional for your particular situation and should not rely upon any of the information herein to make personal financial decisions.

Hypothetical investment returns presented in these financial plans are based upon historical market index performance and are not indicative of future results. Actual indexes cannot be purchased. Further information about the financial plans investment assumptions are disclosed in the financial plan.

Basic Financial Plan
       This plan analyzes your net worth, cash flow, retirement, education goals, and survivor needs.*

Comprehensive Financial Plan
       This plan analyzes your net worth, cash flow, investment risk tolerance, current asset allocations, retirement, education goals, other goals you may be saving for, survivor needs, and long-term care needs.*

* Financial Plans can be tailored to your specific situation.
If there are areas you would like us to analyze that are not included in the sample plans, or areas you would like removed that are included, we will do our best to accommodate you.

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