Does Your Risk Score Match Your Portfolio?

We utilize cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy.

Take our no-cost or obligation 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 and send your personalized report.

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

Get the guide: What EVERY Woman Should Know About Social Security

Social Security: Know Your Options

Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:

  • Strategies have changed!
  • Know your “Retirement Age”
  • Know the benefits of “when” to turn on your benefits
  • Ask questions
  • Work with a financial professional
72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.