The building of a solid, diversified financial foundation from which to expand over time. During this phase, allocation of money for a home, investments, life insurance and educational expenses are coordinated with tax planning strategies to help ensure that current and future income is utilized effectively.

We use computer-generated models to show you how asset allocation and investment diversification may enhance your portfolio, as well as how much time you may need to accumulate a specific amount of money for retirement and other purposes. Asset allocation and diversification does not assure a profit or protect against loss.