Take the Guesswork out of your Financial Future

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.

What will we do with your score?


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.


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.


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.