Your friend Juan Cabezonhas inherited $3.2 million dollars after his parents were killed in a car crash. He is married to Dolores (27 years old) and has three children named Nina (5 years old),...

Your friend Juan Cabezonhas inherited $3.2 million dollars after his parents were killed in a car crash. He is married to Dolores (27 years old) and has three children named Nina (5 years old), Pinta(7 years old)y Santa Maria (9 years old). They live in New Jersey and have a house worth $800,000 and have a mortgage of $400,000. Juan is 30 years old and is an architect and owns a business providing servicesto many clients.

Juan has come to you for help on how to prepare for the future where he can retire comfortably and take care of his wife and children.

Please use many of the investment ideas, products and services to help Juan achieve his goals.