Capstone: Financial plan and presentation

Scope of the engagement: The Kemps have asked you to develop a comprehensive financial   plan that will help them meet their goals and   help   them improve their financial position. The Kemps want you to prepare a   statement of net worth and review their various insurance policies   for   proper coverage. They expressed an interest in acquiring long-term care   insurance and they want you to recommend the type of policy   they   should purchase. They also want you to review their investment portfolio and   recommend an asset allocation strategy that maximizes   investment   performance, is diversified, and matches their risk tolerance level. The   couple is very concerned about how the additional income   from   the installment agreement will be taxed. They would like you invest the 20%   down payment and future installment payments.          Their   only liquidity need is $40,000 for a new car (this is net of any trade-in).   Their current marginal tax bracket is at the highest federal rate.   In   addition, the couple has asked you to review and recommend estate and gift   tax minimization strategies. Lastly, the Kemps are not   concerned   about saving for retirement. However, they would like you to evaluate how   they can grow the 401(k) tax-free and distribute the   maximum   amount left in the account to their two children upon death.            Goals:   John and Mary have worked with you to prioritize their goals in the following   order.           1)   Reduce any estate and gift tax liability and insure all estate planning   documents are in order.    2)   Review insurance contracts and discuss the implications of purchasing a   long-term care policy.    3)   Establish a college funding plan for the three grandchildren.      4) Reduce personal income   taxes.       5)   Based on their risk tolerance level, recommend a diversified portfolio that   meets the Kemp’s investment needs and expectations.    

Place your order
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more