Background Information

Jeff and Sharon Williams have been your clients for five years. They are very happy with your services and you$$re preparing to conduct their annual financial checkup meeting. During this meeting, you review their goals, update their financial data, and review their investment performance.

Personal Data & Information

Husband: Jeff Williams, age $45,$ Golf Course Manager

Wife: Sharon Williams, age $45,$ Teacher

Marital Status: Happily married for $25$ years

Children: Three Children: Jarrod $24,$ Brett $18,$ Susan $16$