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Tim Smith

10-1-1970 = DOB

123-45-6789 = SSN

Drivers License = 123456789

Drivers License Exp = 10/1/2025

234 Finance St, Elmsford NY 10523

Unemployed in transition currently , income from severance package of $60K

Expenses = 40K

Assets = 1M in mutual funds, 200K stocks, 100K cash

Estate is beneficiary

Tim is opening a brokerage account in his name only, he wants to contribute 10K from his cash/savings account for market growth. He is looking to buy VOO with these funds and be a bit more aggressive.

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