REDWOOD PROJECT MOCKUP

Earl M. McClane

THE

REDWOOD

Many words are used to describe the At Financial Eagle, we really want to know
old-growth redwoods: ancient, and understand our clients’ lives to
immense, mysterious, powerful, better determine what will meet their
stately. Yet, the redwood is not the first tree changing needs. This generational
relationship allows us to be invested in
we come to think about. By their very people, as well as their financial future.

existence, they speak for themselves- not We have realized over the years, that our
best clients have told us their desires and
loud in words, but in a soft-toned voice of dreams for their family, often sharing
light-hearted stories of their spouses,
patience and an enduring legacy. children, and grandchildren - connecting
us to their desire for financial stability and
The redwood species contains the largest assurance. Often, their family members are
unaware of the dedication, planning, and
and tallest trees in the world, living for intentionality.

thousands of years. Unlike an oak or The Redwood Project serves as a
generational bridge, and displays the
willow that grows horizontally, the intensive care our clients took for their
family’s well-being. These marks are not
redwood grows vertically, ever reaching only an example of strong financial
planning, but are an even better reminder
toward the sky. They must plant their there is no cause to fail. There was a plan.

roots deeply in order to grow to new The Redwood Project makes the distinction
of smart choices from a life well lived, for a
heights. family that was well loved.

The Redwood Project is created as a

family-tree representation of your

relationship at Financial Eagle. Your reasons

behind major financial decisions, short

stories, quotes, favorites are collected to

create an archive worthy of legacy. The

Redwood Project will evolve with you,

bearing witness to the stages of your life and

what matters most to your family. This is

your history and financial legacy. The

Redwood Project will stand tall as your

collection of great wisdom and wealth.

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.

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

August 17, 2005 IRA Allocation Health Income Tax New Investments
Age 65 and hoping to maintain a steady rate of return. 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
Accounts Total: Currently Mr. McClane’s accounts’ total is approximately $200,000. savings

Tax-Free Accounts Retirement Funds 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.”
Mr. McClane’s tax-free Mr. McClane’s Mr. McClane’as personal
accounts are estimate to retirement funds are savings is estimate to be Earl M. McClane
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 Rate of Return: 7.5% Rate of Return: 7.5%
Retirement Funds Total: $223,101 Total: $248,871
Personal Savings
7.5% Annual Rate of Return
$100,000 Rate of Return: 7.5%
Total: $277,617

HISTORY Aug 24, 2014 Feb 13, 2016
continued…
Assisted Living Money Transfer Feb 13, 2017
Mrs. McClane Mrs. McClane Oct 13, 2018
discussed putting requested a Mrs. McClane
Mr. McClane in transfer of called to let us We are making
assisted living approximately 3.2k know of Mr. sure Mr.
(Emerald Green) McClane’s passing McClane’s
Will be sent in 2 legacy is
Would be an extra checks remembered
1-2k per month and will
from the continue to
investments to grow…
budget correctly

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

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

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

The
McClane
Family,
1967

Tax-Free Accounts $32,856.25 Wedding Day, 1947
Retirement Funds
Personal Savings $98, 568.75 $131,425.50 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

10 11 14 15 a well lived
B: B: B: B:
M: D: M: D:
D: D:
9 13
8 B: 12 B:
B: D: B: D:
M: M:
D: 5 D: 7
B: B:
4 D: 6 D:
B: B:
M: 2 M:
D: B: D:
M:
D: 3
B:
1 D:
B:
M: (Spouse)
D:

Family Tree for a well loved

Professionals Your Own Notes

CPA

JASPER JENKINS

4321 Assembly Street
Columbia, SC 29201
123.456.7890

Insurance Agent

LAURA LEMON

6789 Gervais Street
Columbia, SC 29201
123.454.3210

Attorney

BRADY BRADLEY

8765 Elmwood Avenue
Columbia, SC 29201
123.456.5432

Financial Advisor

GABE SMITH

1109 Knox Abbott
Cayce, SC 29033
803.445.2497

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