What is the Kelson Index?

Am I taking the right amount of risk and receiving the right return on my retirement dollars?

Three Components:

Risk Factor:

The first factor in formulating your Kelson index is determining exactly how much risk you are taking with your retirement dollars. We look at each individual investment and weight accordingly within your entire portfolio.

Return Factor:

Your rate of return factor analyzes how your investments have done. Investments are broken down into classifications that are easy to understand and determine if they have performed well.

Kelson Index:

Using your risk factor and rate of return factor we determine if you have received enough return on your investments to warrant the amount of risk they pose.

KI Score Income Matrix

Will my retirement guarantee me a lifetime income?

What happens if health care cost continues to skyrocket?

Looking into the future is impossible but not preparing for the future is a mistake.

How it works:

By taking projections of rising health care costs and inflation we can determine how many retirement dollars you will need to maintain your standard of living.

Using income calculators we can determine how much of your retirement will be focused on growth and income.

Your KI Score maximizes your safety and returns while your income matrix provides you with a lifetime income.

Peace of Mind

All the things you have to gain:

• Investment risk within your comfort level.
• A plan designated to protect your retirement dollars and provide a lifetime income.
• Protection against losing your retirement and lifestyle.

You will receive:

1. Asset sheet with rate of return factors and identification of the investments by risk.
2. KI score input page classifying all of your investment by easy to understand categories.
3. KI score report page. Uses graphs to display asset allocation, rates of return by category, risk factor, rate of return factor and your Kelson Index Score.
4. KI Score Index matrix table determining the best strategy for your investments to provide you with lifetime income.

Getting Started

Start maximizing your returns while securing a lifetime income by acting now. The process is easy, simple and non-threatening. You only need to do two things to get started.

1. Fill out a KI score application.
2. Reserve a time for your income planning consultation. The Kelson Index is based on your age and only requires the number if shares you have in stocks and funds or account values in investments like bank cd’s, annuities or money market accounts.