Broker Check

Free Portfolio Risk Analysis

  1. Capturing 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.

Review Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

  1. Aligning 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.

Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

Review Risk & Reward Potential

We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.

  1. Meeting Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map.

Find my Risk Number Now!

We have provided this software as a FREE, No Obligation analysis to help you start a conversation with one of our advisers.  Upon completing the short questionnaire, you will see your Riskalyze Number, but will not be able to print out your full report.  We will be notified you have completed your analysis and using the email you have used, send you a PDF copy of the report.  We respect your privacy and will not contact you again, unless you have requested us to do so.  We do not sell or distribute your email information.  If we haven’t heard from you within 60 days after we have sent you your PDF report, we will delete your information.  The Riskalyze Report is our gift to you. 
Should you wish to take the next step and integrate your current investment information from your IRAs or non-qualified accounts, we can help analyze how your current holdings line up against your risk tolerance report.  For this we would need to set up a FREE, No Obligation meeting where we can meet each other and if we have earned your trust, we would need you to provide us with your current brokerage statement(s) showing your current investments.  As with all of our financial planning tools, the Comprehensive Riskalyze Analysis is meant to provide a detailed, independent approach in helping you build an informative foundation for setting realistic expectations; and how much risk you may be willing to accept, compared to your Risk Tolerance number and your individual goals. Whether you choose to retain us or not, after we have delivered your Comprehensive Riskalyze Report, this comprehensive analysis is our gift to you for allowing us to introduce ourselves and potentially earn your business.
On behalf of Mr. DelGreco and myself we hope you find this FREE, No Obligation software educational and meaningful.  We also hope you will allow us the opportunity to build you a Comprehensive Riskalyze Report
Please feel free to contact us should you have any questions or concerns by completing the contact request form to the right or just give us a call at 480.837.1736.
Douglas A. Schmidt, RFC
Division Manager