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<The John Doe Family>. Proposed Allocation 3-Tier Retirement Strategy. Guaranteed Money with Growth. Liquid Money. Growth. Cash, CD’s, Bonds, Life Insurance CSV. <sources>. <sources>. $. $. $. 1-4% Range. 2-10% Range. Unknown Range. Each Tier working in conjunction with each other

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The john doe family

<The John Doe Family>

Proposed Allocation

3-Tier Retirement Strategy

Guaranteed Money with Growth

Liquid Money


Cash, CD’s, Bonds, Life Insurance CSV






1-4% Range

2-10% Range

Unknown Range

  • Each Tier working in conjunction with each other

  • 3-Tier Retirement Strategy offers Growth & Guarantees while minimizing fees and taxes

All information provided “as is” for informational purposes only.

Asset Allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio, or that diversification among different asset classes will reduce risk. Diversification does not guarantee against a loss.

This summary is for illustrative purposes only. This is not a prediction or guarantee of actual results. Actual results will vary from those described. This summary is not intended to represent the value or performance of a specific product.

The information contained in this summary is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are advised to seek the guidance of their own personal legal or tax counsel.

Gregory Rexford is a registered representative of and offers securities through AXA Advisors, LLC (NY, NY, 212-314-4000) member FINRA, SIPC, and offers insurance and annuity products through an affiliate, AXA Network, LLC and its subsidiaries. AXA Advisors and AXA Network do not provide tax or legal advice.

PPG 50009 (6/09)