Now Hiring: Associate Financial Advisor

Take the Guesswork out of your Financial Future

GET YOUR COMPLIMENTARY RISK SCORE

You want a higher rate of return in the stock market?

Naturally the next questions follow: “How do you get a higher rate of return?”  “What’s the risk?”  The higher the return means the higher the potential loss or investment risk.  Financial Advisors, Gabe Lapito and Ryan Gomendi, talk about a tool they use to help you calculate YOUR risk score to help keep you in the market and find out an appropriate risk score for retirement.

GET YOUR COMPLIMENTARY RISK SCORE NOW

What will we do with your score?

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, 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.

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.

A Sneak Peek Into Riskalyze & How it’s used

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together, we can take the guesswork out of your financial future.

GET YOUR COMPLIMENTARY RISK SCORE