Sample Client Reports

Evan Guido’s team provides numerous calculators and retirement planning resources to his clients. These tools properly illustrate and compare financial scenarios for you. Below are a few examples you may find helpful. View the below reports and schedule a time to have your own personal portfolio review performed.

Morningstar Portfolio Review

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Your report reviews Historical Performance, Internal Fees/Expenses, Asset Allocation, Estimated Annual Income Generated, and the Level of Portfolio Risk. A great way to show how all your retirement investments are working together and compare your existing portfolio to other strategies.

MoneyGuidePro Retirement Planning Review

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Your report would show if your current savings, investments, portfolio asset growth, and lifestyle living expenses are on track for a comfortable retirement. The report can “stress test” your level of achieving long-term success based on varying market conditions and different goals you may have for your family and yourself.

Personal Social Security Strategy Review

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Your report will show the Social Security income stream you can expect to receive under multiple claiming strategies based on you & (spouse) benefits estimated by the Social Security Administration and certain assumptions for life expectancy and future cost-of-living adjustments.

Roth Conversion Analysis Report

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Converting IRA or retirement plan assets to a Roth IRA may make sense if your tax rate is less today than what you expect it to be in the future. Federal taxes are paid on the amount you convert, and the earnings can be withdrawn tax and penalty free after 5-years and attainment of age 591/2. Another Roth advantage is that Required Minimum Distributions (RMDs) are not mandated on the original IRA owner. Please contact me if you would like me to run an analysis that will show whether or not you may benefit from converting assets to a Roth IRA. The report above is an example.

 

Reports and calculation tools should be used as guides. All the attached reports are simply examples, they are not meant to illustrate actual performance or absolute solutions in anyway. The inputs are to be provided by the actual client. The calculations and presentation of the materials are produced by 3rd parties. We believe these providers to be reputable and trusted sources, but Evan Guido, nor Robert W. Baird, can be certain to the accuracy of the information. To that end these reports should only be used as a guide and roadmap for planning purposes. Please read and adhere to all the reports individual disclosures.