Phase One:
TimeLining® is intuitive We can better understand and trust our investment plan because we can see how it relates to our life.

 

Allocation graph

1. Intuitive

We can better understand and trust our investment plan because we can see how it relates to our life.

2. Personalized

We are involved in the creation of our investment strategy and see ourselves in it.

3. Flexible

Reallocating assets and adjusting to risk is logical and clear.

4. Methodical

The traditional allocation approach is applied to a more relatable and repeatable methodology.

5. Case Study

Meet Robert & Susan. Robert & Susan are both retired and were concerned about outliving their money.

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