Albany Financial Group

80 Wolf Road,

Suite 301
Albany, NY 12205

Sample Financial Plans

Financial Planning looks different for everyone. Our plans are tailored to address each individual's specific goals and current needs. To get an idea of how a plan might look, check out the samples below, developed using the wealth management software WealthVision, powered by eMoney.

These are hypothetical situations based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

Sample Plan 1

Sample Plan 1

In this sample,  Keegan (35) and Taylor (38) Rosen are a couple in the accumulation phase of life. They have a net worth and accumulated savings of just under $500,000. They have two children, Claire (8) and Jack (6). They came to us for guidance on:

  • Cash flow planning
  • Coming up with an effective savings plan
  • College planning
  • Life insurance planning, and
  • Early-stage retirement planning.
Rosen Sample Plan
Sample Plan 2

Sample Plan 2

In this case, Paul (63) and Lynn (64) Price are a couple planning to both retire at their age 65. They have a net worth of $1.5 million and accumulated savings of $1.2 million. They have two children, Michael and Stacy, who have good jobs and are out of the house. They came to us for guidance on navigating the various issues of retirement, including:

  • What they can spend without fear of running out of money
  • Effective and efficient distribution planning
  • Legacy planning
  • Debt management, and
  • Long term care planning.
Price Sample Plan