Financial Investment Planning - Pre-Retirement

We all dream of a comfortable, care-free retirement - a time when we can finally enjoy the fruits of our labor. With retirement age looming ahead, financial planning becomes critical during this period just before retirement. Now, conserving assets and principal should be a major financial priority. Growth is still needed to meet your objectives and may help prevent your funds from being depleted too soon.

Financial Investments - Where should you be in the pre-retiree phase?

The financial planning chart below is only a general financial representation of the asset allocation for pre-retirees.

Pre-Retiree Sample Portfolio Asset Allocation

Allocation Chart

This financial planning allocation is to be used for illustrative purposes only. Each investor has unique needs in regard to his/her objective, time horizon, and risk tolerance. For more information on the options that are available to you, please read our Investment FAQ's for Pre-Retirees. Investors should always seek guidance from a qualified financial planning professional before implementing any investment program.