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Investment Model Profiler


Participants


On a Scale of 1 to 5 Can You Rate Your Retirement Needs?

Everyone wants to step into a secure financial future when the time for retirement arrives. But your financial objectives will differ depending on how far away that step is.

Those who are close to retirement -- within a year -- may want to be certain that their investments are safe.

Those for whom retirement is many years away may want a more aggressive investment approach.

Of course, not everyone who participates in a retirement plan knows where they fall on the risk scale. That’s why YHB Retirement Services has designed five lifestyle models to help you plan for your future -- no matter how far away that step is.

Not sure what model is for you? Go to our Investment Model Profiler!

Option 1:
Safety Model

Option 2:
Income & Growth Model

Option 3:
Growth & Income Model

Option 4:
Growth Model

Option 5:
Aggressive Growth Model


Click on a model above for further information.


  YHB Retirement Services, LLC
29 S. Main St., Suite 306
West Hartford, CT 06107-2420
860-313-5470
1-800-526-8094
Fax: 860-561-7055
E-mail: info@yhbretirement.com

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