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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 Hampton-Baez Financial Inc. $100,000 Inheritance Investment Proposal
Education Strategy • Coverdale Education Savings Account • 529 Plan • 15% Inheritance Contribution
Retirement Strategy • Individual Retirement Accounts (IRA’s) • Traditional IRA • Roth IRA • Government Securities • Stocks