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Overall Objective:
Develop a financial plan for a fictitious client using financial planning principles and tools from class.
Consider your clients’ retirement accounts.
a. Looking only at their retirement saving and investment accounts, determine their current general asset allocation between stocks, bonds, and cash
b. Complete your Investor Profile questionnaire for your client
c. Taking into account your client’s tolerance for risk, comment on the allocation you determined in part(a). Do you believe it to be appropriate or would you recommend changes? What about their specific investment choices? Would you recommend any specific investment options? Detail your recommendations and indicate your reasons for them.
d. Do you feel that your clients are saving an adequate amount to reach their goal of retiring by age 65? Assume that they continue to save at their current rate until age 65. Are they saving enough to meet their retirement goals?
e. If you found that your clients were coming up short in part(c), what actions would you recommend in order to help them overcome the problem?

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