1. YoPersFinAd Your Personal Financial Advisors Paul Hazelton, Darrell Cronkright and Helen Renkas

2. GlaxoSmith Kline Symbol GSK NYSE United Kingdom Pharmaceuticals and health P/E = 10.57 Price 35.72 (7-13) Div Yield 5.30 Analyst say: Buy Was upgraded graded Jun 2010 by Jeffries. Balance Sheet Assets 42 Billion Liability 32 Billion Stock Equity 10 Billion Current ratio: 1.51 92.73 Billion Cap

3. Welcome to our office So you want some advice about buying or selling your stock? What information are you interested in knowing? Let me ask you a couple of questions…

4. Zachary Stockman’s Background Elderly, married man of retirement age looking at the hill from the far side He indicates that he wants a growth stock and is willing to stay in the market for more than 10 years (sounds like a professor from UW- Milwaukee). He has a number of stocks and has been previously advised to move from growth stocks to more conservative or bond investment.

5. Zachary Stockman As you can see I am about 70 years young. I am interested in investing in GlaxoSmithKline stock. I realize at my age I should have more bonds, but I think I might experience some growth and I like the 5% dividend for income.

6. Recommendation for Zachary Early retirement age of 70 Has a will – gives to son Planning his 80 th birthday party. Other professionals recommend a buy Earnings are paying out dividends Growth is not a concern. Zachary is willing to hold the stock until he is 80. He watches stock activity like a hawk. BUY

7. Honey’s Background Honey is a poor chicken farmer in her late 30’s and is not looking at the hill in fact she is looking at the green grass ahead with milk and honey. She is interested in growth stocks and willing to stay in the market for more than 10 years. The only stock she wants to invest in from her inheritance is Glaxo. All her eggs would be in one basket.

8. Milk and Money - Honey

11. Recommendation for Honey Diversify with mutual fund Don’t put all your eggs in one basket BUY Mutual Funds

12. Curious George Background Curious is 30 and is curious about investing in individual stocks. He is interested in growth stocks and is willing to stay in the market for more than 10 years. He does have mutual funds but this is a big move for him and he is risk averse.

14. Recommendation for Curious Young enough to take risk. Start with a conservative stock. BUY