
I need a professional excel template
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$150
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- #1181531
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Business Planner, Excel Guru, Database Professional, UI designer, Content Writer, Research Professional

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Description
Experience Level: Intermediate
I need to provide clients with a spreadsheet of current personal assets income, such as social security income, retirement, pension etc., and assets such as stocks, bonds, brokerage account, annuities, life insurance etc., income taxes, Medicaid tax, long term gain taxes and short term gain taxes, and then have a comparative analysis of an estate planning proposal.
Would like to have asset allocation on both sides in a pie chart.
Please let me know if this is something you can do.
Thank you
Would like to have asset allocation on both sides in a pie chart.
Please let me know if this is something you can do.
Thank you
Lee H.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
100%
Last project
27 Jun 2016
United States
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