Data gathering project Assignments | Get Paper Help
Albert and Annabelle Adams are potential new clients of yours.
They want you to assist them.
Albert and Annabelle have provided the following information and hope this is enough for you to
develop a comprehensive plan. In particular, they wish to have recommendations on Retirement, their
children’s education, debt reduction plan, recommendations on how to invest their money and whether
or not they have enough insurance
Albert has a pension at work
Own a house
They have life insurance policies
Their spending is OK.
Up to date on income taxes
Would like to retire early with enough to be comfortable
Both have an RRSP
There is an RESP for the children
They hope this is enough for you to get started. IF not, please indicate what else you might need when
they meet with you next week.
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