TROY M. SMITH CERTIFIED FINANCIAL PLANNERTM Independent Financial Planning Advice Since 1989 Home News Client Reports Services Financial Planning New Clients Experience Articles Contact Us CLIENT REPORTS Sample Financial Planning Reports "Financial Planning must consist of ongoing client reporting...reports allow a planner to give advice to clients using current data...Reports must be forward looking, not just historical...If a planner gives advice using only old data, it is like driving a car using only the rear view mirror." Troy M. Smith, CFP® Portfolio Report Cash Flow Projection Tax Projection Goals Report Estate Report Asset Allocation Financial Statement Clients receive different monthly Financial Planning Reports depending on their Advisory Contract (Hourly or Flat Retainer Fee) Client Vault "You can't control the wind, but you can adjust your sails to get to your destination."      Securities and Advisory Services, including Financial Planning, offered through H. Beck, Inc., Member FINRA and SIPC.   |   Disclosures Copyright © 2007 Troy M. Smith, Certified Financial PlannerTM