jeffrey renner*

• Age: 42
• Married
• 2 Children
• Income: $250k

Jeffrey and his wife, Ellen, are in their early 40’s and have two children, ages 9 and 13. Until recently, they have been a two-income family with a combined annual salary of $250,000. And although Ellen recently lost her job, they both still have mutual fund-based 401(k)’s invested mainly in small and big company stocks.

Recently, Jeffrey and Ellen have grown increasingly concerned with the amount of money they’ve lost in their 401(k)’s, and are shopping around for better alternatives. They’ve started one college fund, but know they need another. Plus, Jeffrey is  looking to set aside some money for future health care needs of the family.

At this point, Jeffrey feels a little out of his league and simply needs some help managing it all. He wants someone he can trust, but doesn’t like big brokerage houses because they don’t give him the personal attention he needs. They’ve been asking around, but just haven’t found the right fit for their situation.

• Check Out Jeffrey Renner's Portfolio