POSSIBLE INVESTMENT SCENARIOS

Below you will find possible investment scenarios. In these examples the investor has an all stock portfolio, using ETF’s to gain the all stock exposure. The first example shows the allocation and types of ETF’s (Exchange Traded Funds) being used. The second and third examples show what would happen with a specific initial investment amount combined with specific automatic contributions over specific periods of time. Read each caption for a detailed explanation. Click on each image to enlarge for a closer look.

Exapmle 1

This example shows and all stock portfolio using ETF’s (Exchange Traded Funds) This specific model is using Goldman Sach’s Funds. Click on the image to see the types of sector exposure each ETF makes possible. After learning more about each client, we’ll use that information to construct your own unique portfolio.

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Example 2

This example shows....

Initial investment: $5,000

Monthly Contribution: $1,000

Investment Period: 30 Years (360 months)

Average Total Outcome: $1,082,881

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Example 3

This example shows....

Initial investment: $1,000,000

Monthly Contribution: $25,000

Investment Period: 20 Years (240 Months)

Average Total Outcome: $15,147,965

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Please consider the charges, risks, expenses, and investment objectives carefully before purchasing an ETF or mutual fund. For a prospectus containing this and other information, please contact a Financial Professional. Read it carefully before you invest or send money. In addition, please consult your Financial Professional before investing in stocks, bonds, options, and various other recommended asset classes.