John Fisher a married, 40-year-old business owner with two children (ages 16 and 10) comes to you with $1,000 a month to invest. This money is in excess of his contribution to his company pension plan. 

1. Discuss the steps you would follow in advising John in setting up his retirement strategy.
2. Discuss the strategy you would use in choosing insurance and investment products for John and the products you would select assuming John's risk tolerance to be of a moderate level and all family members to be in good health

Answer rating: 100% (QA)

To advise John Fisher on setting up his retirement strategy and selecting insurance and investment products I would follow these steps 1 Assess Financial Situation and Goals Start by conducting a comp... View the full answer