please make sure it's typewriting. NOT handwriting.
Financial Recommendations for Clients Review the information for each client, and record information below. In the first column, add one important piece of information about the client that will help you develop a recommendation. In the "Option" columns, record the advantages and disadvantages of each option. Discuss the various options, and check the box or boxes that indicate the best options for your client. Be prepared to defend your recommendations. In the last column, record details about the best choice for this client based on the experts recommendation you heard. Client Details Option A Option C Experts' Recommendation Option B existing credit card Salary: $26,000 Age: 24 in-store financing save for TV Brandon Young Salary: $28,000 Age: 22 check-cashing store checking account money market account Jeffery Gregory high-yield CD Salary: $163,000 Ages: 28, 29 savings account money market account The Quintanas Client Details Option A Option B Optionc Experts Recommendation Salary: $46,000 Age: 28 20% down payment 10% down payment 0% down payment Angela Yoshida Salary: $70,000 Age: 25 contribute 20% now contribute 10% now; increase by 5% per year don't contribute now; increase by 5% per year Jessica Stossling L Salary: $130,000 Ages: 56, 57 individual stocks mutual funds government bonds The Robinsons ALSEID SLAVA - Financial Advise Chart.pdf Financial Recommendations for Clients Review the information for each client, and record information below. . In the first column, add one important piece of information about the client that will help you develop a recommendation In the "Option" columns, record the advantages and disadvantages of each option. Discuss the various options, and check the box or boxes that indicate the best options for your client. Be prepared to defend your recommendations. . In the last column, record details about the best choice for this client based on the experts' recommendation you heard. Client Details Option A Option B Optionc Experts' Recommendation Salary: $26,000 Age: 24 in-store financing existing credit card save for TV Brandon Young Salary: $28,000 Age: 22 check-cashing store checking account money market account Jeffery Gregory Salary: $163,000 Ages: 28, 29 savings account high-yield CD money market account The Quintanas Teachers' Curriculum Institute Money, Banking, Saving, and Investing ALSEID SLAVA - Financial Advise Chart.pdf Client Details Option A Option B Optionc Experts Recommendation Salary: $46,000 Age: 28 20% down payment 10% down payment 0% down payment Angela Yoshida Salary: $70,000 Age: 25 contribute 20% now contribute 10% now: increase by 5% per year don't contribute now; Increase by 5% per year Jessica Stossling Salary: $130,000 Ages: 56, 57 individual stocks mutual funds government bonds The Robinsons Teachers' Curriculum Institute Money, Banking, Saving, and Investing 2 Financial Recommendations for Clients Review the information for each client, and record information below. In the first column, add one important piece of information about the client that will help you develop a recommendation. In the "Option" columns, record the advantages and disadvantages of each option. Discuss the various options, and check the box or boxes that indicate the best options for your client. Be prepared to defend your recommendations. In the last column, record details about the best choice for this client based on the experts recommendation you heard. Client Details Option A Option C Experts' Recommendation Option B existing credit card Salary: $26,000 Age: 24 in-store financing save for TV Brandon Young Salary: $28,000 Age: 22 check-cashing store checking account money market account Jeffery Gregory high-yield CD Salary: $163,000 Ages: 28, 29 savings account money market account The Quintanas Client Details Option A Option B Optionc Experts Recommendation Salary: $46,000 Age: 28 20% down payment 10% down payment 0% down payment Angela Yoshida Salary: $70,000 Age: 25 contribute 20% now contribute 10% now; increase by 5% per year don't contribute now; increase by 5% per year Jessica Stossling L Salary: $130,000 Ages: 56, 57 individual stocks mutual funds government bonds The Robinsons ALSEID SLAVA - Financial Advise Chart.pdf Financial Recommendations for Clients Review the information for each client, and record information below. . In the first column, add one important piece of information about the client that will help you develop a recommendation In the "Option" columns, record the advantages and disadvantages of each option. Discuss the various options, and check the box or boxes that indicate the best options for your client. Be prepared to defend your recommendations. . In the last column, record details about the best choice for this client based on the experts' recommendation you heard. Client Details Option A Option B Optionc Experts' Recommendation Salary: $26,000 Age: 24 in-store financing existing credit card save for TV Brandon Young Salary: $28,000 Age: 22 check-cashing store checking account money market account Jeffery Gregory Salary: $163,000 Ages: 28, 29 savings account high-yield CD money market account The Quintanas Teachers' Curriculum Institute Money, Banking, Saving, and Investing ALSEID SLAVA - Financial Advise Chart.pdf Client Details Option A Option B Optionc Experts Recommendation Salary: $46,000 Age: 28 20% down payment 10% down payment 0% down payment Angela Yoshida Salary: $70,000 Age: 25 contribute 20% now contribute 10% now: increase by 5% per year don't contribute now; Increase by 5% per year Jessica Stossling Salary: $130,000 Ages: 56, 57 individual stocks mutual funds government bonds The Robinsons Teachers' Curriculum Institute Money, Banking, Saving, and Investing 2
