See 3 options below and there outcomes......

All 3 Desire the same Cash-Flow during Retirement

Connie Conservative: Illustrating the performance of rolling her investment into CD's with interest rates based on the average annualized 6 months CD rates and assumes interest is reinvested.

How does she feel? with inflation Connie never kept up...

Peter Hopefull: illustrates the Buy & Hold Strategy that diversifies equally between 9 different equity, bond & CD indices. These indices include the following: Russell 1000 Growth Index, Russell 1000 Value Index, Russell Mid-Cap Growth Index, Russell Mid-Cap Value Index, Russell 200 Growth Index, Russell 2000 Value Index, MSCI EFAE Index, LB Aggregate Bond Index, and the average 6 month CD rate. Dividends and interest income is reinvested. Performance results are illustrated net of a .50% annual fee.

Same Required Cash-Flow However Sammy uses a Broker that has access to all companies in CANADA he has multiple options shown to him

Sammy Savvy: illustrates the “net after fee” back tested results that were archived by retroactive application Advisor & Co's. “Tactical Moderate Blend” model

Who would you rather be?

Our Thoughts

Get the best for your situation - everyone is different taxation affect all things some plans must be chosen properly

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