Caso práctico de planificación financiera. Familia Pagès González

Author

Pagès i Palou, Francesc Xavier 

Abstract

Throughout this work, the financial planning of the Pagès González family is developed with the aim of fulfilling the family's financial objectives divided into the short, medium and long term.

1. Short term:
                   a.) Studies of the eldest son.
                   b.) Acquire a second residence.
2. Medium term:
                   a.) Studies of the youngest daughter.
                   b). Renovation of family automobiles.
3. Long term:
                   a.) Investment in emerging funds.
                   b.) That the income in retirement is 75% of the current income.

Finally, an analysis of the results obtained from the strategies developed is developed.

Director

Rodríguez Pérez, Gonzalo 

Degree

IQS SM - Master’s Degree in Wealth and Financial Management

Date

2020-07-21