As clients transition from working to retirement, their portfolios need to transition as well.


RetireMetrics uses measures that can help you evaluate mutual funds that may best support an investment strategy for the income phase of your clients’ retirement.

The Program Tools

  • Show you how to evaluate investments according to criteria such as standard deviation, correlation and probability
  • Help you explain to your clients why these factors may be more important during retirement than other factors such as growth performance

Next Steps

  • Review and download the resources provided to the right
  • Put these tools into practice when you meet with your clients
  • Review your clients' portfolio using the RetireMetrics system, and select investments, which may include the Franklin Templeton funds we have listed on this page, or other funds or investments of your choosing based on your clients' retirement needs.1

Individual Retirement

Main Topics

Additional Topics