When selecting investments to fund your journey through your golden years, we believe each dollar you have should have a specific future purpose.
Some of your dollars will be needed NOW to fund your current lifestyle.
Some will need to be set aside JUST IN CASE. This money is designed to cover the short term emergencies we all face during this life. Like car breakdowns, insurance deductibles, and other irregular expenses.
Some dollars will be needed LATER. These dollars may be for providing income during retirement or for a future goal.
Finally some dollars may NEVER be needed during your lifetime.
The goal is to help you find the perfect financial tool for you depending on its purpose and your appetite for risk.