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  The Mainstay AdvantageTM

After completing Retirement CheckupTM, you will have a snapshot of where you stand relative to your retirement savings goals. If you find you are falling short of your retirement savings goals, there are three basic ways to improve your projected outcome.

  1. Save more each month
  2. Work longer
  3. Improve your investment returns

Any one of these options, or a combination thereof, will certainly improve your outcome. Even if you are currently meeting or exceeding your goals, improving your retirement plan will further prepare you for unforeseen events.

Saving more or working longer, while maybe not the most appealing alternatives to improve your outcome, are options you can implement on your own. A potential improvement on your investment returns, however, is where Mainstay Capital Management can help. With the Mainstay Advantage
TM we can demonstrate how our proprietary portfolio strategies can improve your investment returns within your comfort for risk and market volatility. These strategies match (benchmark against) the target asset allocations for each of the investment styles in Retirement CheckupTM.

  1. Conservative Capital Preservation
  2. Income and Preservation of Capital
  3. Conservative Growth
  4. Moderate Growth
  5. Aggressive Growth

With three additional strategies not mentioned in Retirement CheckupTM:

  1. Ultra Aggressive Growth
  2. Focused Aggressive Growth
  3. Mainstay Total Return StrategyTM

If you would like to learn more about how the Mainstay AdvantageTM can help your hard earned retirement savings work harder toward achieving your retirement goals, contact Mainstay Capital Management toll-free at 1-866-444-6246 to speak with one of our Retirement Specialists or complete a confidential information request form.

Our Retirement Specialists will gladly provide you with “real world” performance history for our proprietary portfolio strategies that match your desired risk level and are compared against the appropriate market benchmarks. We can also provide you with a far more comprehensive retirement income and investment plan for your personal situation and conduct “what if” scenarios around your plan. Even if you are currently meeting or exceeding your retirement savings goals, a periodic review of your retirement plan is a good idea. Our more comprehensive, proprietary Retirement Plan Builder
TM (US patent pending) takes retirement planning to the next level, beyond state of the art techniques, to provide our clients with not only a periodic snapshot on their progress toward their goals, but also a detailed, multi-decade plan utilizing the appropriate Mainstay Capital Management portfolio strategy for each phase of an individual client’s pre and post retirement years.

You have worked hard to save for retirement. Make sure your retirement savings dollars are working as hard as possible for you to secure a comfortable and financially rewarding retirement. Contact us today to learn more about the Mainstay Advantage
TM.

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