Risk is not knowing what you’re doing. 

– Warren Buffett


Investing will always involve risk, but knowing how much risk is acceptable is the key to ensuring your exposure is limited. After 39 years in the financial industry, we’ve developed a system to pinpoint the exact risk clients are willing to accept for potential gains. To better understand your risk tolerance please see the short video below, after which, you’ll be ready to complete a brief exercise to determine your Risk Number.

An informed investor is a smart investor.

Identify 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.
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