Investment Philosophy includes Resource Planning: A section that covers life resources
Sample Portfolios (Provided as an example only)
Aggressive:Long term investor who wants high growth and doesn't need current income.
Moderate: Individual who is longer-term investor, doesn't need current income and wants reasonable and relatively stable growth
The working years
Conservative: Individual who wants current income and stability and is not concerned about increasing the current value of their investments
Stable: Individual is looking for current income and a high degree of stability in their investments.