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Grogan Advisory
Services, Your Financial Advisors
Sample Financial Plan
The
following sample plan is a comprehensive plan. The contents of your financial
plan will vary based on your choice of plan.
View
Sample Plan
The sample
plan is a large file, approximatly 2 MB, and is in Adobe PDF format.
Securities offered through Medallion Investment
Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group
Non qualified withdrawals are subject to federal and
state income tax and a 10% penalty.
The federal tax treatment of 529 Plans under the Economic
and Tax Reconciliation Act of 2001 will expire after December 31, 2010
unless Congress extends the law.
Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090
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