A Strategy-Driven Approach
Most retirees or soon to be retirees with a wealth accumulation strategy are looking for stable income and to minimize their investment risks. They strive to build a portfolio of investments that can safely generate them income for the rest of their lives.
By using a strategy-driven approach that utilizes time to mitigate risk, retirees can feel comfortable knowing their strategy is designed to ensure their income is mapped out for a minimum of 15 years.
Lifetime Income
This Segment potentially provides investors a guaranteed income for life and is suitable for conservative investors who believe they have a long life expectancy
Immediate Income
This Segment is designed to spend down over 5 to 7 years thus buying time for Balanced Segment to potentially grow. This category is usually invested in safe, sometimes guaranteed, investments
Balanced
This Segment is a bridge between the Income Segment and Growth Segment. This Segment is designed to replenish the Fixed Income Segment resulting in additional time for your long-tern investments to potentially grow
Long Term Growth
This Segment is designed for 15-25 years of growth. Since the other Segments have provided time, this Segment is designed to grow untouched for several years