150 words – Develop an investment portfolio that meets the needs of a Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt
Group paper will discuss all of the below but my portion will only be to: Develop an investment portfolio that meets their needs.
Our client is named Jane Doe. She is helping pay for half the kids college education but did not obtain loans. The father is paying the other half.
Hi there! Click one of our representatives below and we will get back to you as soon as possible.