Sargent & Lundy Savings Investment Plan


PERSONAL FINANCIAL PLANNING


If you are interested, copies of a Personal Financial Planning worksheet prepared by Jonathan Pond, President of Financial Planning Information, are available from the SIP Office.

The worksheet covers the following:

Statement of Personal Assets and Liabilities (to determine your net worth)

Personal Budgeting

Life Insurance (to estimate your life insurance needs)

Retirement Planning

Call the SIP Offfice (312) 269-2130 or 269-2369. You can also contact us by email.

This page updated on 1/5/98

SIP Home Page