THE RISK NUMBER™ TOOL

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.

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™.

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 Test Investments

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.

Review Risk & Reward Potential

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.

3. Meeting Your Retirement Goals

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

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