FORUM Private Client Group

11313 USA Parkway
Fishers, IN 46037

Basic Retirement Planning

Investing for Retirement

Keep in mind ...

  • A well-diversified portfolio can help balance risk. Diversification is a method used to help manage investment risk, it does not guarantee a profit or protect against investment loss
  • The earlier you start investing, the more you could contribute over the course of your working lifetime
  • By starting early, your investments would have a longer period of time to compound
  • With a longer time frame, you may have a larger choice of investment possibilities

What to do ...

  • Assess your risk tolerance
  • Determine your investing time frame
  • Determine the amount of money you can invest
  • Choose investments that are appropriate for your risk tolerance and time horizon
  • Seek professional management, if necessary

Note:  All investing involves risk, including the possible loss of principal.

IMPORTANT DISCLOSURES Broadridge Investor Communications, Solutions, Inc. and FORUM Private Client Group are separate and unaffiliated entities. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, FL, IL, IN, MI, SC, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.