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Back at you james.
Lunch, one thing to keep in mind, and that is risk management is the foundation of any financial plan, it should be the first step in planning ones future because if it's not, well, things get ugly. You need to get a needs analysis from this guy, once you have that info, you will know a lot more about how to help him.
Good thought. I'll have to use the risk management line. Does anyone have a needs analysis questionaire that they are willing to share?