Create a mutual fund investment plan for Betty Johnson, based on her cash flow surplus and available investment assets (cash flow analysis and financial profile provided). Use a report format that includes an analysis of her financial situation followed by recommendations that satisfy all of her financial objectives.
The report should be typed and include a cover page, brief introduction, and recommendations for each objective. Make sure you explain the reasons for your recommendations, e.g. “why†the fund is suitable for Betty given the circumstances. You also need to indicate the fees the client will be paying on mutual funds you recommend, including your compensation. Assume that deferred sales compensation (DSC) is no longer available.
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