Scenario

Assignment Content

Life situations:

1. Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.

Create a 700- to 1,050-word analysis in which you do the following:

o Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected.

o Develop an investment portfolio that meets their needs.

o Consider and recommend any insurance that is appropriate, and any estate planning tools necessary to protect the family and their assets.