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Step 8: Riskese

Step 9: History

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Step 11: Risk Exposure

Step 12: Invest and Relax

Appendix

Index Portfolios

INDEX PORTFOLIOS

IFA Index Portfolio 100

IFA Index Portfolio 95

IFA Index Portfolio 90

IFA Index Portfolio 85

IFA Index Portfolio 80

IFA Index Portfolio 75

IFA Index Portfolio 70

IFA Index Portfolio 65

IFA Index Portfolio 60

IFA Index Portfolio 55

IFA Index Portfolio 50

IFA Index Portfolio 45

IFA Index Portfolio 40

IFA Index Portfolio 35

IFA Index Portfolio 30

IFA Index Portfolio 25

IFA Index Portfolio 20

IFA Index Portfolio 15

IFA Index Portfolio 10

IFA Index Portfolio 5

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Overview

Value of IFA

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Client Service Specialists

Anne Page, CEP®

Director of Client Services

Supports Mark Hebner

Direct: 949-428-0438

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Gouri Misra

Senior Client Service Specialist

Supports Venkat Yarlagadda,
Mary Brunson,
Neal Rutter

Direct: 949-428-0451

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Rochelle Jornacion

Senior Client Service Specialist

Supports Denise Delaney,
Wes Long

Direct: 949-428-0450

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Adriana Ise

Senior Client Service Specialist

Supports Mark Higgins,
Nick Piccarreta

Direct: 949-428-0444

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Jeff Sims, CFP®

Senior Client Service Specialist

Supports Daniel Chong,
Kerrie Lloyd,
Gordon Shuler,
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Elizabeth Brunson

Associate Wealth Advisor

Direct: Toll Free: 888-815-5025|Local: 949-989-2502

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Dawnielle Hall