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ClientsWalter Boyd

Walter Boyd

Active

Age 64 · Minneapolis, Minnesota

AdvisorNadia OkonkwoRisk toleranceConservativeLinked accounts2 linkedLast contactSeptember 2, 2026
OverviewAssetsGoals3Documents3Contact log2

Read in from the planning system. Not editable from the CRM.

Needs
What life requires
2
Ten years of living expensesAchieved
April 1, 2022 〜 March 31, 2026
x
100%$360K / $360K

Secures $2,800 a month alongside social security.

Medical and care reserveOn track
April 1, 2022 〜 March 31, 2032
x
74%$148K / $200K

For both of them; drawdown assumed to start after 75.

Wishes
Someday, if it goes well
1
Education gift to grandchildrenOn track
January 1, 2023 〜 March 31, 2035
x
60%$60K / $100K

Reviewed yearly, within the annual gift exclusion.