The case study provided is for educational and illustrative purposes only and does not represent any specific recommendation. The strategies and financial products discussed may not be suitable for all investors, and the hypothetical results shown do not guarantee future performance. Investment strategies should be tailored to individual circumstances, objectives, and risk tolerance. Please consult with a qualified financial professional before making any financial decisions. Past performance is not indicative of future results, and all investments carry the risk of loss.
All investing involves risk, including the possible loss of money invested. Historical back tested returns, expected returns, and probability projections are provided for informational and illustrative purposes. Illustrations displayed are not an indication of future results. Hypothetical performance data shown represents back tested model results. These back tested model results are derived from the retroactive application of a model developed with the benefit of hindsight, after their performance over the period shown was known, and do not account for the impact of economic events or market factors. Hypothetical returns do not represent actual assets managed by Core Planning, LLC.
Tax planning software and related outputs and discussions are intended for informational purposes only and should not be construed as tax, legal, or accounting advice. Core Planning, LLC is not a tax preparer and does not provide tax preparation services.
These results are hypothetical and they are shown solely to illustrate how the proposed allocation might have performed; past performance does not guarantee future results. Hypothetical figures benefit from hindsight and may omit cash flows, market impact, investor behavior, and other real-world factors. Actual results will differ—often materially
Core Planning has adopted policies and procedures to ensure any hypothetical performance we show is relevant to your financial situation and will promptly provide underlying assumptions, calculation methods, risks, and limitations upon request, while maintaining books-and-records that substantiate all data. This material is confidential, intended only for the recipient and does not constitute a recommendation or offer to buy or sell any security.