FREE PORTFOLIO RISK ANALYSIS
Are your investment portfolios on track with your retirement? Is there too little or too much risk lurking in your portfolios, and if so where, and how do we correct them? By understanding your risk tolerances on a deeper and scientific level, I am able to optimize your portfolio on a risk-adjusted basis.
Choosing a competent CPA and Certified Financial Planner™ you trust and are comfortable with is a difficult task, and I fully get that. I pride myself on my integrity, and enjoy the privilege of protecting my clients' best interest as both a fiduciary, and as a dual professional.
Call or email today to schedule your FREE ONE-HOUR Risk Analysis and Portfolio Review!
Are your investment portfolios on track with your retirement, and aligned with your risk tolerance? Is there too little or too much risk lurking in your portfolios,and if so where, and how do we correct them? By understanding your risk tolerances on a deeper, scientific level, I am able to more accurately optimize your portfolio on a risk-adjusted basis. Click on "Get Started" below to begin your free risk analysis!
By helping you better define and gain insight into your risk tolerance, you will gain the confidence needed to hang tight as
the market fluctuates through various business cycles- and not prematurely sell during a two-quarter decline, only to
buy back at higher prices during the next upswing. I use Riskalyze as one of the tools to help pinpoint your risk tolerance,
and make the best suited asset-allocations so you can reach your goals.
I use the best software in the industry (same as the large financial institutions) as tools to minimize your risk exposure,
and allocate your assets with a 95% confidence level of hitting their targets every 6-months. We will meet in person (or
virtually) to review your portfolio(s) and make adjustments as necessary, in addition to when your life situation changes.
The software has a very friendly client user interface, so if you're the type who likes to track everything and be more hands
on, you absolutely can, or you can just use it to check in on things periodically.