Find My Risk Number

Are your investments and risk appetite in alignment? We can fix that!

Do you know your Risk Number and how critical this number is to your overall financial success and peace-of-mind?

Our work starts with planning and understanding your situation, goals and objectives. We begin with an Individualized Risk Analysis by determining your Risk Number through the sophisticated analysis by Riskalyze®.

Understanding Your Risk To Help Improve Outcomes

The Risk Number Tool

A Risk Number™ is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

With a Personal Risk Number™ You Will:

• Learn About Your Risk Tolerance

• Align Your Portfolio Correctly

• Meet Your Retirement Goals

Together we can take the guesswork out of your financial future.

Find Your Risk Number Here

Worried About Investment Risk? Learn How To Invest Fearlessly!

STEP 1. - Capturing Your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number™ to guide our decision-making process.

Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. This technology empowers us to make sure the Risk Number™ of your portfolio matches your personal Risk Number™.

Find Your Risk Number

Step 2. - Aligning Your Portfolio

After pinpointing your Risk Number™, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

Find Your Risk Number

Step 3. - Meeting Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map.

When we are finished, you’ll fully understand what we can do to increase the probability of success.

Find Your Risk Number

All examples, if any, are hypothetical and for illustrative purposes and do not represent current or future performance of any specific investment. No guarantees are made as to the accuracy of any projection. This information does no serve, either directly or indirectly as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions relative to your individual tax situation. All investments carry a degree of risk, and past performance is not a guarantee of future results. Generally speaking, the greater the return, the greater the risk.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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