What is your Risk Number and how does that effect you? Find out with this fun and free exercise.
Our "No strings attached" technology to give you confident and clarity that you are on track
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.
With no committment from you at all, find out your:
- Risk Number
- Align your portfolio
- Stress test how your portfolio would have fared through various historic market events
- Review Risk and Reward Potential - from your current or proposed portfolio
- See if you are on track to accomplish your goals by tracking your progress
Would you like to learn more???
Click Below and we will set this up for you today!!!
Gerald Hendrik - Financial Planner
Gerald @icmc.com or (O) 972-387-0660 / (C)214-923-5237
https://clients.riskalyze.com/risk-questionnaire/questionnaire-intro
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.