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The Asset Allocation Line(℠)

The Asset Allocation Line() coordinates your risk tolerance and your income needs. We develop an investment portfolio that should help you accomplish your goals by determining how much risk you want to assume on your investments.

You’ll begin by deciding what you want your investments to accomplish. Do you want them to be available now, or do you have time to let them grow? As you experience life-changing events, the key is to create flexibility as your life needs change.

                      The Asset Allocation Line() may include an analysis of:

  • Bank Savings and Emergency Funds
  • Taxable Investment Programs
  • IRA Programs (Traditional, SEP, SIMPLE, and Roth)
  • Retirement Accounts (401(k), 403(b) Plans)
  • Tax Sheltered Annuity Programs
  • Education Programs


Investing involves risk including the potential loss of principal. No investment strategy, including asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values.