Strengths are that he does have a job, with a monthly gross income of $8,000, and he does have assets that amount to $230,000. They both have an investment plan worth $35,000 which includes mostly bond investment and mutual funds.
Weaknesses are his liabilities that total $85,000, he also could of had an investment in a limited real estate partnership, however he had a child begin college, so he decided against it. His pension plan at work currently is $102,000, which he considers to be less than he would like it to
Weaknesses are his liabilities that total $85,000, he also could of had an investment in a limited real estate partnership, however he had a child begin college, so he decided against it. His pension plan at work currently is $102,000, which he considers to be less than he would like it to