Investment Analysis

Riskalyze is a powerful risk assessment tool used by our office to determine help analyze your portfolio, align it with your retirement goals, and give you a visual representation of your risk tolerance. Here's our process:r58

1. Capture 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.

2. Align 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.

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3. Define your Retirement Goals:  We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.

Retirement Maps
 

 

If have questions regarding your investments or portfolio management, please reach out to us! We are always eager and happy to answer any questions you may have! You're welcome to call us or fill out the form below and we will be in contact with you!

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