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1253 Centre Turnpike
Orwigsburg, PA 17961

570-622-0602

What's Your Risk Number?

Riskalyze is a cutting edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Capture Your Risk Number

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.

 

Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

Align Your Portfolio

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

Define Your Retirement Goals

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

When we are finished, you'll better understand what we can do to increase your probability of suceess.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time.

No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.