Are you close to retirement and worried market losses may impact your ability to generate a sustainable income? Are you still in the accumulation phase, and comfortable with more risk if that means greater returns over time? The most important question is whether the level of risk in your current portfolio actually matches the level of risk you are comfortable with. Oftentimes, we find that the level of risk in one's portfolio is not in a suitable range given their risk tolerance, time frame for use of the funds, income needs, and investable assets. All of our clients receive updated risk reports to ensure suitable allocation and a general understanding of probable outcomes.
In less than 5 minutes, you can obtain your risk analysis here. Click the link below to take our FREE risk analysis.
Now that you know your true risk tolerance, does it match the current level of risk you're taking in your investments? Schedule a complimentary 15 minute phone consultation with a CERTIFIED FINANCIAL PLANNER™ for an in-depth comparison and analysis to see if you need to make important changes today.