Based on your answers, you have a modest risk appetite, a need for income and a desire for modest growth. The 360Portfolio mix to customize for you:


25% IncomeMax, 65% Growth & Income, 10% Growth

Note: This is not a substitute for professional financial advice as this is only the first step. Next, a professional financial advisor will conform this information to your personal financial profile which will factor in your age, resources, risk capacity, financial needs and tax circumstance.

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Our Retirement Relay guide offers an investment strategy designed to work whether you're already retired or you're planning a future retirement.

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