Portfolio Stress Test

To often, people are exposed to significantly more risk in their portfolio than they are aware of. This can lead to bad surprises during market corrections when your account goes down by more than you thought it could because you thought you were invested conservatively. It's during these times that you end up frustrated at your broker and worried about what this means to your retirement income.  

Fortunately, it doesn't have to be this way!

One of the ways we can help you develop a retirement income plan that allows you to enjoy the quality of life you want to maintain throughout retirement is by using cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

How We Use Cutting Edge Technology For Your Benefit
Step 1: 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.

Step 2: 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.

Step 3: Meet Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.