Select Page

1) Taking the role of a financial planner, let’s say you have a client (named Ja

by | Nov 19, 2021 | Business & Finance homework help | 0 comments

Place your order now for a similar assignment and have exceptional work written by our team of experts, At affordable rates

For This or a Similar Paper Click To Order Now

1) Taking the role of a financial planner, let’s say you have a client (named Jane), who is a single mother of two. Jane is 28 years old. She makes 80,000 per year which is expected to grow 2% per year until age 67.
Due to attractive interest rates , Jane just bought her first house. She lives in Denton, but drives to work each day in Frisco in a vehicle that she purchased, but is not fully paid for.  What types of insurance does Jane need to have protection (mitigate risks) in all aspects of her life ? Describe at least five types of  insurance you would advise Jane to acquire based on her current needs, and provide the rationale for each type. 
2) In addition to your insurance recommendations for Jane, she would also like recommendations for investing and  retirement planning .  Note that Jane’s employer has a retirement plan (401k) whereby Jane can choose from several mutual funds to invest in. Her employer, provides a 5% matching contribution. 
Describe the type of mutual fund(s)  you would advise Jane to acquire and provide the rationale for each type(s) and also an amount to invest. Also, provide a savings goal (amount needed for retirement as well as an income stream) for Jane that would provide for life expenses during retirement. Jane would need to replace 80% of her projected salary at 67 years of age. You can use this tool to assist you in calcualting an investment goal that would provide Jane her replacement income until age 97 Retirement Goal Amount. (Links to an external site.) You should use historical returns for your mutual fund asset class as Jane’s portfolio return. Use this tool to assist you for this portion Contribution Calculator (Links to an external site.)
3) Jane has a religious aspect of her life and her particular religion does not accept the use of blood transfusions or blood products . In case of serious injury (severe body and/or mental impairment), Jane would want her sister to be placed in charge of all medical and financial decisions . If Jane is gravely injured and there is no chance of recovery (no brain activity), she does not want to placed on life support. Jane also does not want extraordinary measures to be taken to resuscitate her by medical personnel.
Also very important to Jane is providing for her children in case of her demise and making sure that Jane’s wishes regarding her children’s support and education are fulfilled. She would desire for her sister to be the children’s guardian.
Provide all elements and rationale for the various aspects of estate plan recommendations that Jane should implement.  
Note that the Mini – Financial Plan Discussion will be graded per the quality and comprehensiveness of your answers.

For This or a Similar Paper Click To Order Now

our services

We Are A Full Academic Writing Service 

We are a brilliant custom writing service. We specialize in supplying professional writing help for students the world over. As a professional custom writing service, we are eager to offer reliable writing assistance with all types of written assignments to students who seek our help. Thus, students who order papers with us will receive a well-formatted, informative and carefully-research custom paper.


We Handle Every Single Paper Type That You May Require


We work tirelessly to satisfy every client’s need, and this is reflected in every facet of our professional writing services. Therefore, as a student you don’t have to worry anymore about beating coursework assignment deadlines, juggling between doing a part time job and writing essays, and conducting extensive research in order to get a good grade in your paper. Just place an order with us and have your academic paper written by a professional writer with years of academic essay writing experience.


Writing Services

All types of academic texts will be accomplished in a heartbeat by our talented & experienced authors.


Editing Services

Our company’s editors are proficient in eliminating errors dealing with grammar, punctuation, terminology, etc.



Skillful proofreaders diligently scan your paper to assure apt transitions, smooth flow, and logically structured paragraphs!



The paper’s structure, its word count, and all of the other formatting requirements will be adhered to.



Plagiarism-free papers


Complete Confidentiality


100% Money-back


Timely Delivery


24/7 Support


Experienced Writers

How We Work?

Get A Professional Writer do your Homework

Working with professional essay writers writing service couldn’t be easier. We provide you with a quick and easy to use the system, thanks to which you can be sure of the best you are looking for. Just follow the process we described in detail here, and you will soon be working with the best authors:


“I used the service and got A+ I like the service, the quality of work was good and my mark as well. Not expensive. And the timing was a big plus for me because I got work right when we agreed.”

Research Paper


Happy Clients

Bringing security and peace of mind is our mission.

“Excellent service as always! Always above and beyond A-Level work! Highly recommend. Great work done well within the stated timelines. Great annotated bib. and great research on the paper. I went out on the limb to use this service for the first time ever, but I am absolutely overwhelmed with work work work that this took so much pressure off of me. I will definitely use you again in the future. Thank You.”



” This is an amazing resource for the students. I love the simple submission and the quality of writers.”



Order an Assignment paper written from scratch on practically any subject

Serving Your Student Needs





+1 (267) 743-9381