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PLEASE REMEMBER
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Personal financial management, like physical fitness, is a continuous
process. Your goals, the tax laws, and market conditions change over time.
Annual, and sometimes more frequent, reviews with Peter Planner are important to
fine tune your personal finances.
We have prepared this plan based on information that you have provided. We have
neither reviewed nor otherwise attempted to verify the accuracy or completeness
of this information. As the future cannot be forecast, actual results will vary
from these hypothetical illustrations. It is possible that these variations may
be material. The degree of uncertainty normally increases with the length of the
future period covered.
Although every reasonable effort has been made to ensure accurate calculations,
they cannot be guaranteed. This report and the financial planning process are
designed to assist you in making personal financial decisions and may not be
appropriate for other purposes. Final decisions relating to tax and investment
strategies and cash flow management are yours.
Over time your financial objectives will change, and markets and interest rates
will not perform as expected. Decisions are made based on the best information
available at the time. Your personal financial plan must evolve as well. The
most important thing is to have a plan with which you can work. Review it
regularly--at least once a year.
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