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SMITH FAMILY FINANCIAL PORTFOILIO

SMITH FAMILY FINANCIAL PORTFOILIO. Hampton-Baez Financial Inc. $100,000 Inheritance Investment Proposal. Financial Evaluation. Education Strategy. Coverdale Education Savings Account 529 Plan 15% Inheritance Contribution. Current Retirement. Retirement Strategy.

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SMITH FAMILY FINANCIAL PORTFOILIO

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  1. SMITH FAMILY FINANCIAL PORTFOILIO Hampton-Baez Financial Inc. $100,000 Inheritance Investment Proposal

  2. Financial Evaluation

  3. Education Strategy • Coverdale Education Savings Account • 529 Plan • 15% Inheritance Contribution

  4. Current Retirement

  5. Retirement Strategy • Individual Retirement Accounts (IRA’s) • Traditional IRA • Roth IRA • Government Securities • Stocks

  6. Investment Portfolio

  7. Government Bonds

  8. Municipal Bonds

  9. Stocks

  10. Investment Breakdown

  11. Thank You

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