You have reached retirement age, and your job is to create a personal profile that illuminates what types of income, assets, obligations, and liabilities you might have. Professional Information Occupation: Nursing- Length of time in this occupation: Approximate salary: Previous jobs: Did you have multiple jobs before reaching this occupation (if it is not an entry-level job, then there must have been some previous lower-level jobs) and what were they? Do you have out of pocket expenses associated with the nursing job? (Attire, travel, supplies etc.) Do you have employer-sponsored benefits? What are they (be thorough)? How far from the job do you live? What is the commute like (driving? Public transportation? How far? What are the costs?) Will you receive a pension at retirement? Educational Information Did you complete some degree or certification in order to be qualified for this job? Describe the amount of schooling required, list the school attended (as applicable), and the types of degree(s) earned. How did you pay for the education or certifications required? Personal Information Residence: Family description: Did you marry? Did you have kids? How many? Do you live near your parents and family?

Home: Do you own or rent your primary residence? Describe the type of residence in detail (single-family vs. condominium; amenities such as pool, yard, tennis courts, acreage, etc).

Vehicles: How many vehicles are owned by you/family? Who purchased them?

If you have kids, did you create a college fund? What sum did you save?

Do you own any vacation property? A timeshare? A boat?

What is your attitude toward investing (level of risk)?

Retirement Information

What plans do you have for retirement? You will need to describe the ideal retirement, and include any plans for travel, relaxation, recreation, income-generating plans (like a post-retirement career), volunteer goals. How do you hope to live out the Golden Years?

Part 2: Your recommendations

Do you have access to enough existing assets or would you benefit from an investment plan?

Identify the major lifetime investment goals (just a list, not the monetary value).

What types of investment vehicles would be appropriate for you?