What is the Goal of the Asset?

Interest Rate / Growth

• Safety of my money is important
• Retirement Income
• Live on Money
• Other short-term liquidity needs
• If the funds considered for this type of plan are needed for income or short term needs, it may not be appropriate.

Leave a legacy for future generations

• Safety of my money is important
• Leave money to kids and / or grandkids
• Leave money to church
• Leave money to favorite charity
• Minimize taxes to government

Set money aside for future medical / healthcare needs

• Safety of my money is important
• Cover health care costs such as:
• Assisted living
• Nursing home
• Adult day care
• Personal care services
• Hospice services
• Alternative care services

Leave on money you can live on!