Wondering if your assets are organized in a
way that will create retirement income? Considering the consequences of risk exposure in your plan?
By using a risk-based color coding system for your assets, you may be able to get a clearer picture if they are allocated correctly.
Let us help you eliminate confusion and structure your retirement income by categorizing your retirement assets into Red, Yellow and Green money.
Don't overlook your risk exposure within your asset allocation. Asset allocation is a critical component to your overall income plan and can have a dramatic impact on your retirement future.
Do you know what color your money is? Do you know how much money you should have in Red, Yellow, or Green?
The first step to color code your assets is to take the Color of Money Risk Analysis. In this class we will show you the techniques we use to help you determine to the color of your money! Watch our short introductory video then sign in for the full course!
Keep in mind, asset allocation does not guarantee a profit or protect against loss. All investing involves risk, including the possible loss of principal.