Portfolio Risk Analysis

Is my portfolio recession-proof?

Am I taking too much risk, or too little?

Am I getting paid for the risk I take in my investments?

What is my Risk Number™, and does it match my investments?

Achieving your retirement goals is no walk in the park. Just like any significant accomplishment, it takes years of dedication and hard work. Taking the right amount of risk can be tricky, but working with a professional helps. Our complimentary portfolio risk analysis will give you a clear picture of the risks facing your investment portfolio. After having one of our CERTIFIED FINANCIAL PLANNER™ (CFP®) advisors review your investments, we promise that you will:

  1. Feel more confident that what you’re doing now is right, OR
  2. Know what you need to change to put your investment strategy back on track

Send us your contact information in the form below and our team will be in touch shortly to discuss your situation.

Have a question? We can help.

This simple, 3 step process will ensure that you’re on the path to a successful retirement. If you’re already retired, this exercise can still be extremely valuable! No one wants to be positioned to make a costly mistake that can alter their retirement vision. Here’s how it works:

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.

Align Your Portfolio

After pinpointing your Risk Number, our investment committee will analyze your current portfolio and identify potential risks, allowing you to feel comfortable with your expected outcomes. We will also propose an optimized portfolio, which will include projections for the potential gains and losses you should expect over time.

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.

Does my portfolio fit me? – Take 5 minute risk assessment quiz to find out.

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