Pro-future, Inc.
Sandy is a personal financial planner at Pro-future, Inc. Pro-future is a financial company that focuses on personal and business financing. When potential customers come to Sandy for financial advice, she first determines their investment goals in order to create a financial plan that fits their needs. Once she has created a suitable financial plan for a customer, Sandy gives her clients a pamphlet with suggestions for helping to accumulate the amount of money that they need.
Advice about risk is given to all of Sandy's clients. Sandy also makes strategic financial plans for each of her customers, which helps them to track and achieve their financial goals.
-Refer to Pro-future, Inc. What is a possible suggestion Sandy might give her clients in order to meet their retirement goals?
A) Finance your credit cards first.
B) Do not participate in 401(k) or 403(b) programs.
C) Take advantage of any employer-sponsored retirement plans.
D) Allocate enough money to meet all of your needs.
E) Invest 30 percent of your monthly earnings for retirement.
Correct Answer:
Verified
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