IS YOUR PORTFOLIO BUILT FOR THE FUTURE?
For years, the 60/40 portfolio—a blend of stocks and bonds—has been a widely used investment approach. But does it still provide the right balance of growth and security in today’s market?
A Fixed Indexed Annuity (FIA) can deliver comparable long-term returns while offering advantages traditional portfolios can’t—protection from market downturns, steady growth potential, and guaranteed income options.
Investment Strategy
60/40 Portfolio (Stocks/Bonds)
Fixed Indexed Annuity (FIA)
Average Return
5%-7%1
5%-7%2
Market Risk
Yes
No
Principal Protected?
No
Yes
Guaranteed Income?
No
Yes
COMPARING 60/40 PORTFOLIO & FIAS
Gain upside potential without worrying about stock market downturns.
Unlike stocks and bonds, FIAs provide a stable, predictable option—ideal for retirement-focused investors.
FIAs can provide guaranteed income for life, ensuring you never outlive your savings.
Earnings grow tax-deferred, potentially increasing your wealth more efficiently over time.
TIME TO RETHINK YOUR INVESTMENT STRATEGY
The financial landscape is changing—shouldn’t your strategy evolve too? A well-structured retirement plan isn’t just about returns; it’s about control, security, and confidence in your future. I can help you:
- Assess your current portfolio and identify risks that could impact your future.
- Develop a personalized strategy that balances growth with protection.
- Ensure your money works for you, not against you by leveraging FIAs for tax-deferred growth and guaranteed income.
- Create a flexible retirement income plan so you have predictable cash flow without market worries.
