The Balanced Formula™

The goal of The Balanced Formula™ is to tailor a plan that meets the unique needs of each person, and a plan that will fit all the pieces of the puzzle together. As life unfolds through the years, The Balanced Formula™ will adapt to meet those changing circumstances that take places when “life happens.” These adaptations will help ensure that the plan remains relevant and in line with each person’s needs and goals.

Every component of The Balanced Formula™ is reviewed and coordinated in conjunction with the individual’s goals, needs, and circumstances to develop the well-design and personal plan.

B

Beta

(understanding market volatility & its relationship to some investments)

A

Assets

(selecting the right assets to accommodate risk tolerance)

L

Linear

(timeline of future expected events)

A

Allocation

(how much to allocate to each asset)

N

Net Results

(individual expectations)

C

Cash Flow

(for basic needs & to live life fully)

E

Education

(learning about the retirement planning process/options)

D

Deployment

(implementing & adapting The Balanced Formula™)

Learn More About The Balanced Formula™

Interested in learning more about The Balanced Formula™? Ask one of the Royal Oak Retirement University instructors for more information.

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