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ENGINEERED to PERFORM. Powered by the Wisdom and Experience of an Industry Dream Team

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ENGINEERED to PERFORM. Powered by the Wisdom and Experience of an Industry Dream Team ENGINEERED TO PERFORM. Powered by the wisdom and experience of an industry dream team. MANAGERS SUMMARY For over 35 years, TPFG has invested assets using a proprietary investment research and portfolio construction process called Rational Analysis™. WORLD-CLASS TPFG’s time-tested process, including their RiskPro® risk management tool, allows them to collaborate with best-in-class managers to build MANAGERS. the most robust model portfolios available in the pre-retirement market. Strategic and Tactical management mandates are carefully allocated for the extensive Strategy PLUS™ suite. Active and Passive styles in underlying funds and ETFs are used by PFG to build model portfolios suiting any PRECISION Personal Risk Budget™ and investment style. TEAMWORK. Meeder Investment Management has been tactically managing portfolios since 1974. Meeder built their investment philosophy on their dedication to improving investor outcome by making fact-based decisions using their proprietary quantitative process when allocating portfolios. Using their successful model-driven, multi-discipline/multi- factor approach to investing. We are dedicated to improving investor outcomes by keeping clients committed to their investment strategy throughout a full market cycle. BNY Mellon has evolved in many ways since their founding in 1784, but their commitment to the true innovative spirit of their founder, Alexander Hamilton, remains the same. It’s the driving force behind their legacy of firsts and what continues to push them forward into the future. BNY Mellon offers an unparalleled set of operationally efficient and scalable solutions which enable investment managers to focus on what they do best: managing assets. With over $2.0 trillion in assets under management in 35 countries, BNY is committed to consistently leading, listening and moving with urgency to position themselves and their clients for tomorrow. Since 1931, Capital Group®, home of American Funds®, has been singularly J.P. Morgan Asset Management is a leading asset manager for individuals, focused on delivering superior results for long-term investors using high- advisors and institutions. Their investment professionals are located around conviction portfolios, rigorous research and individual accountability. Today, the world, providing strategies that span the full spectrum of asset classes. As Capital Group manages more than $1.7 trillion in equity and fixed income one of the largest asset and wealth managers in the world, with assets under assets for millions of individual and institutional investors. Capital Group is management of $1.9 trillion, JPM provides global market insights and a range a private firm that employs more than 7,500 associates in offices around the of investment capabilities that few other firms can match. Their core principle world. For more than 80 years, their goal has remained the same: to improve of acting as a fiduciary is the foundation of their business to offer informed people’s lives through successful investing. advice and execute strategies to generate excess returns and provide world- class client solutions. Fidelity Institutional is a division of Fidelity Investments which offers clearing In 1924, MFS® launched the first open-end mutual fund in the United States, and custody services, investment and technology products and solutions, opening the door to the markets for millions of everyday investors. Since brokerage and trading services, and a range of insights, expertise, and then, we have grown into a full-service, global investment management firm world-class client experience to financial intermediary firms and institutions. offering fixed income, equity and quantitative solutions to financial advisors, Fidelity Investments is a leading provider of investment management, intermediaries and institutional clients around the world. What sets MFS® retirement planning, portfolio guidance, brokerage, benefits outsourcing, and apart from other managers is our commitment to a single purpose: to create other financial products and services to institutions, financial intermediaries, long-term value for clients by allocating capital responsibly. What makes this and individuals. possible is a powerful investment approach we call Active Intelligence®. That means uncovering what we believe are the best investment opportunities in the market through collective expertise, risk management, and long-term discipline. PIMCO is one of the world’s premier fixed income investment managers. BlackRock® is a publicly traded asset manager and technology company with With the firm’s launch in 1971 in Newport Beach, California, PIMCO introduced an objective to create better financial futures for their clients and the people investors to a total return approach to fixed income investing. In the nearly 50 they serve. Over the past 30 years, BlackRock® has evolved from an eight- years since, PIMCO has worked relentlessly to help millions of investors pursue person start up to a global company managing well over $7.0 trillion in assets. their objectives – regardless of shifting market conditions. As active investors, With a platform of dedicated sustainable investment solutions, BlackRock® their goal is not just to find opportunities, but to create them. To this end, advocates for sound corporate governance and sustainable business practices they remain firmly committed to the pursuit of their mission: delivering that result in long-term value creation for investors. They pride themselves superior investment returns, solutions and service to our clients. on their solutions that result from the constant collaboration between their diverse teams. This information was produced by the staff of TPFG and is for general information only and not intended to provide specific compliance, regulatory, tax, legal or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. No part of this illustration may be reproduced in any form, or referred to in any other publication, without the express written consent of TPFG. There is no guarantee that investing in these portfolios will be successful. Results may vary based on time periods and allocations. Past performance is not indicative of future results. Please consult your Financial Representative for information or advice. STRATEGY PLUS MODEL PORTFOLIOS RISK BUDGET RANGE1 TOLERANCE RANGE2 PORTFOLIO RISK PROFILE MODEL PORTFOLIO Target PLUS™ Conservative 22 to 37.5 0.00% -12.0% American Funds® Conservative CONSERVATIVE Focus Conservative* Multi PLUS™ Conservative Target PLUS™ Moderate Conservative Meeder Moderate Conservative MODERATE American Funds® Moderate Conservative TPFG Moderate Conservative 37.6 to 53.1 8.84% - 17.67% CONSERVATIVE Focus Moderate Conservative* Multi PLUS™ Moderate Conservative Target PLUS™ Moderate Meeder Moderate Index PLUS™ Moderate TPFG Moderate 53.2 to 68.7 17.68% - 26.51% MODERATE American Funds® Moderate Multi PLUS™ Moderate Focus Moderate* Target PLUS™ Moderate Growth Meeder Moderate Growth Index PLUS™ Moderate Growth TPFG Moderate Growth 68.8 to 84.3 26.52% - 35.35% MODERATE American Funds® Moderate Growth Multi PLUS™ Moderate Growth GROWTH Focus Moderate Growth* Target PLUS™ Aggressive Focus Aggressive Index PLUS™ Aggressive Fidelity Institutional AM Aggressive 84.4 to 100 30% + ® AGGRESSIVE American Funds® Aggressive TPFG Aggressive Focus Aggressive* Multi PLUS™ Aggressive 1 Risk Budget Range: RiskPro point system calibrated from the investor RPQ matching the Tolerance Range (expected long term average volatility) and Portfolio Risk Profile for an investor. 2 Tolerance Range (Risk Profile): The range of percentage investment gains or investment losses, over a forward-looking twelve-month period, within a risk profile category. For example, a Moderate Risk Profile may have a Risk Tolerance Range between 17.68% - 26.51% and any investor with a Tolerance within that range would be considered to have a Moderate Portfolio Risk Profile. Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”), a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS is a registered mark of MFS Investment Management. JPMorgan is a proprietary mark of JPMorgan Chase & Co. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., BlackRock Inc., MFS Investment Management, JPMorgan Chase & Co., FIAM LLC, Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, or Meeder Investment Management, or by anyone affiliated with such entities, regarding the advisability of investing
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