It all starts with Riskalyze’s proprietary analytics.
Capture Your Risk Number
The first step is to have you 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.
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.
Contact us to take your 5-minute questionnaire. www.longleafwmg.com/riskalyze
Securities and advisory services offered through lpl financial, a registered investment adviser. Member finra/sipc. Longleaf Wealth Management Group, LLC and LPL financial are separate entities.