Based on your answers, you have a conservative risk profile and a primary objective for current income with low market risk. The 360Portfolio mix to customize for your financial needs:

85% IncomeMax, 15% Growth & Income

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.

Retirement Relay Book

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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