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  Financial Planning Documents

Analyses

Data and Assumptions

• Retirement Planning 6 12 2006
• Education Planning 5 27 2003

Reports

Retirement Planning

• Optimum Retirement 7 15 2006
• Target Retirement 7 12 2006

Education Planning

• College Planning 6 19 2003

Advisory Agreement

• Complete document
• Signature page

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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