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.

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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