mock redwood split

Earl M. McClane



THE

REDWOOD

Adjectives abound at the description of We at Financial Eagle strive to know and
the old-growth redwoods: ancient, understand our client’s lives, better
immense, mysterious, powerful, stately. understanding themselves and their needs.
Yet, the trees were not designed for easy This in-depth relationship with our clients
adoption into language. In their own allows us to be invested in their lives as well
existence, they speak for themselves. Not in as their financial path. We have realized that
words, but in a soft-toned voice of patience over the years, our clients have shared with
and an enduring legacy. us the desires and dreams for their family,
often telling stories of their spouses,
The redwood species contains the largest children, and grandchildren, and
and tallest trees in the world, living for explaining to us their desire for financial
thousands of years. Unlike an oak or willow stability and assurance for their families.
that grows horizontally, the redwood grows Often, family members are unaware of this
vertically, ever reaching towards the sky. dedication, planning, and intentionality.
They must plant their roots deeply in order The Redwood Project serves as a
to grow to new heights. generational bridge, displaying the intensive
care our clients had for their family’s
The Redwood Project is created as a family financial well-being.
tree representation of our clients.
Dedicated notes of financial history, stories, This type of mark left behind by our clients
quotes, and photos are collected to form a is not only an example of strong financial
file preserving these details. This file is later planning, but also a strong example of the
shared with family members after the importance to planned investing and
client’s passing, as a witness to the passing strategic saving. The Redwood Project
of time and the continuation of history. illuminates the beautiful collage of a life well
The Redwood Project stands as a collection lived by a client well loved.
of the legacy of family members and loved

The redwoods, once seen, leave a mark or create a vision that stays with you always….
they are not like any trees we know, they are ambassadors from another time.

John Steinbeck



July 31st 2017

Dear Loved Ones,

It was only 12 years ago that Earl and I met for the first time. I remember
that was the day he told me about how that his family meant everything
to him. Ever since that day I began learning from Earl and his experiences.
He taught me what it means to always put family first, even when it was
inconvenient or unpleasant at times. Not only that, but everything he did, he
did with a great big smile and and attitude of love.

From my time spent with him, it became clear that Earl was a smart man with
wisdom well beyond his years. His convictions on finances and personal goals
as well as family matters illuminated every one of our interactions with his
passion for life and ever-reaching confidence.

As his financial advisor for 12 years, I always knew that my recommendations
would never go unheeded. He respected my thoughts and suggestions at
every turn and always looked to creating resolutions that reflected our
consensus.

And so I write this letter as an expression of my affinity for Earl M. McClane
and his inspiring legacy he has left behind. I wish to let you know that while
I have grieved with you, I am also here for you in whatever capacity you may
require. I care deeply for Earl and so I care deeply for you. Know that
whatever potential responsibilities are ahead, I am fully willing to help guide
you through. As the great author, Judy Blume, once wrote, “fingerprints
don’t fade from the lives we touch.” As one who has been touched by Mr.
McClane, I would like to reassure you that I will always remember him and
his legacy.

Sincerely,

Gabe Smith

HISTORYclient portfolio

August 17, 2005
Age 65 and hoping to maintain a steady rate of return.

Accounts Total: Currently Mr. McClane’s accounts’ total is approximately $200,000.

Tax-Free Accounts Retirement Funds Personal Savings

Mr. McClane’s tax-free Mr. McClane’s Mr. McClane’as personal
accounts are estimate to retirement funds are savings is estimate to be
be approximately estimate to be approximately $25,000.
$100,000. approximately $75,000.

***The balances used in these calculations are hypothetical while the rate of return is approximate.

$25,000

Tax-Free Accounts $75,000
Retirement Funds
Personal Savings

$100,000

Feb 13, 2006 Mar 2, 2008 Sept 23, 2010 Oct 23, 2012

IRA Allocation Health Income Tax New Investments

Moved Mr. 4k needed for Mr. Mr. McClane 6k inherited from
McClane’s IRA McClane’s dental asked about other Aunt to deposit in
into 60/40 intl work, taken from potential Mrs. McClane’s
bonds/large cap his personal investments account
stock allocation to savings
help improve Advised to add to Updated Mr.
performance Mr. McClane had his current McCravy’s IRA
a pacemaker put investments expenses
Also moved his in a result of a
after-tax account medical Mr. McClane Established FPE
into national emergency decided to for Mrs.
municipal bonds purchase new car McClane’s IRA
from personal
savings

“My dream is that my legacy will consist not of my achievements, but
of my children’s achievements and their children’s achievements.”

Earl M. McClane

Rate of Return: 7.5% Rate of Return: 7.5% Rate of Return: 7.5%
Total: $223,101 Total: $248,871 Total: $277,617

7.5% Annual Rate of Return

HISTORY
continued…

Rate of Return: 7.5%
Total: $262,851

Rate of Return: 7.5%
Total: $262,851

Rate of Return: 7.5%
Total: $248,871

Tax-Free Accounts $32,856.25
Retirement Funds
Personal Savings $98, 568.75 $131,425.50

Aug 24, 2014 Feb 13, 2016

Assisted Living Money Transfer Feb 13, 2017 Oct 13, 2018

Mrs. McClane Mrs. McClane Mrs. McClane We are making
discussed putting requested a called to let us sure Mr.
Mr. McClane in transfer of know of Mr. McClane’s
assisted living approximately 3.2k McClane’s passing legacy is
(Emerald Green) remembered
Will be sent in 2 and will
Would be an extra checks continue to
1-2k per month grow…
from the
investments to
budget correctly

The
McClane
Family,
1967

Wedding Day, 1947

Mr. McClane (right middle) along with his siblings, Shirley (left
front), Robert (middle front), John (left middle), and William (back),
1939

“My dream is that my legacy will consist not of my achievements,
but of my children’s and their children’s achievements.”

Earl M. McClane

a well lived

by a well loved