Small Business Owners

John K. Bahr Helping Entrepreneurs Become Investors 249 E Hwy 54, Suite 300 | Durham, NC 27713 919-493-6043 | 888-228-0931 John.Bahr@RaymondJames.com | www.JohnKBahr.com Certified Investment Management Consultant

Your Business Consulting Team Raymond James Corporate Accounts 401k & Retirement Planning Business Insurance Planning Corporate Trust Services Options & Concentrated Stock Services Healthcare Planning Small Business Owner John Bahr & Team Local CPA Local Business Attorney Personalized Wealthcare Business Succession Raymond James Investment Banking

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Helping Business Owners & Their Advisors Forecast Their Monetary Goals ,[object Object],[object Object],[object Object]

Tracking “How much is enough?” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Confidence & Comfort (in “balance”) High level of confidence and Peace of Mind How do we track “How much is enough? Central to the Wealthcare process is the Confidence calculation . This analysis simultaneously evaluates your goals, your investment allocation and your assets to determine how confident you can be that your goals will be met. The Wealthcare process subjects your goals and investment strategy to this sophisticated ‘stress testing’ process which simulates 1000 market environments, both good and bad. Your Confidence or Comfort is the percentage of the 1000 simulations that achieve your goals. For example, if you achieved all of your goals or more in 830 of 1000 tests your confidence is 83%.

At what price does selling my business provide enough for my retirement? Your Recommended Goals are custom designed based on your priorities . This recommendation is designed to avoid undue sacrifices to your financial lifestyle and if possible avoid unnecessary investment risk. With these objectives in mind, our recommended goals and investment strategy falls within balance so that you can be confident that any future modifications to your goals will be moderate and manageable through ongoing monitoring. The investment profile is hypothetical, and the asset allocations are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation.

Step 1 : Discovery  Define Success We will work closely with you to: Fully Understand Where You Are Now B Clarify Where You Want To Go Our Objective : Develop a clear understanding of what is important to you and how we can help you. A For illustrative purposes only. Investing involves risk and you may incur a profit or a loss

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Keys to Our Relationship Our goal: Your 100% satisfaction with the advice and service you receive. ,[object Object],Referrals ,[object Object],[object Object],[object Object],Communication ,[object Object],[object Object],Disclosure Confidentiality

John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300Durham, NC 27713 888-228-0931 John.Bahr@RaymondJames.com Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Helping Entrepreneurs Become Investors

Small Business Owners

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