Please complete the below rubric utilizing the attahced Case Study. Below is what needs to be addressed and i attached it as well.
Utilizing case study
please answer :
Retirement and planning
1. Analyze and evaluate the case study
data pertaining to the retirement planning and identify retirement plans
available to the client. Provide retirement data and options and how it is
applicable to the case study. Evaluate your client’s retirement planning
options on the basis of available retirement plans and current retirement
savings.
Economic Environment
2. Assess the impact of the
current economic, political, and regulatory environment on the
client’s financial objectives and goals. Include Inflation, interest rates,
unemployment rates, global events, and regulatory issues.
Ratio Analysis
3. Select four ratio analysis approaches
that are relevant to the case study. Conduct
the ratio analysis using client data. Compare the value with the benchmark. Explain
what your findings tell you about your client’s financial health. Determine a
client’s financial health on the basis of relevant financial planning ratios.