Inancial Planning Retirment Planning Business Proposal
Case study attached: Write a business letter of about 2 pages double spaced (sophisticated clients who understand all about retirement plans) explaining the type of plan(s) you recommend and why. Please address a second alternative choice for them as well.
I would like the letter to be simple and to the point.
I do not need any sources. I have attached the case study and my study notes. We have used the study notes up to the Comparison of Plans pages which can be used in finding which plan can be used. Thanks.