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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Tuning Your Social Security Benefit

 


What is Your Risk Number?

Capture your risk tolerance to see if your portfolio fits you.

Don’t wonder if your risk preference will allow you to achieve your goals—acquire your probability and build a map to success. Utilizing advanced technology called RISKALYZE, our advisors will create retirement maps to communicate your big picture.

Does My Portfolio Fit Me?

Get Started Building Your Investment Strategy

Riskalyze's patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

 

Here's how it works:

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.

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 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.





Capture your risk tolerance to see if your portfolio fits you.
For more ipersonalized information email Sylvia Williams

myretirementgoals.com

Riskalyze


 

CHRIS HOGAN - Web Page -

Retirement isn’t an age. It’s a financial number. Plan how much you need to save for retirement by determining your Retire Inspired Quotient (R:IQ).

Try your R:IQ

SAVE THE DATE

For updates please visit: www.myretirementgoals.org



AUGUST

8/9/2017

6:00PM to 7:30PM

Legacy Journey Class - Dave Ramsey

Lesson 2 of 7 The Pinnacle Point: How to invest wisely, bonds, mutual funds

Open Session:  Review your asset allocation, Risk and Reward are related

Where:

Location of investments (taxable or qualified)

Security Financial Management

2420 South Lakemont Avenue, Suite 120

Orlando, FL 32814

8/23/2017

6:00PM to 7:30PM

Legacy Journey Class - Dave Ramsey

Where:

Lesson 3 of 7 The Law of Great Gain: How much is enough?

Security Financial Management

2420 South Lakemont Avenue, Suite 120

Orlando, FL 32814

8/30/2017

6:00Pm to 7:30PM

Legacy Journey Class - Dave Ramsey

Where:

Lesson 4 of 7 The Road to Awesome: Reviewing Leadership concepts

Security Financial Management

2420 S. Lakemont Avenue, Suite 120

Orlando, FL 32814

SEPTEMBER

9/6/2017

6:00Pm to 7:30PM

Legacy Journey Class - Dave Ramsey

Where:

Lesson 5 of 7 Safeguarding your Legacy: How to create a legacy for your family

Security Financial Management

2420 S. Lakemont Avenue, Suite 120

Orlando, FL 32814

SEPTEMBER

9/13/2017

6:00PM-7:30PM

Legacy Journey Class - Dave Ramsey

Lesson 6 of 7 Generational Legacy: Importance of Wills

Where:

Open Session:  Estate Planning Lawyer Q&A

Security Financial Management

2420 S. Lakemont Avenue, Suite 120

Orlando, FL 32814

9/20/2017

6:00PM-7:30PM

Legacy Journey Class - Dave Ramsey

Where:

Lesson 7 of 7 Called to Generosity: Using your resources to further generations

Security Financial Management

2420 S. Lakemont Avenue, Suite 120

Orlando, FL 32814

 

SFM Advisor Group - Web Page -

To visit Security Financial Management - Click on the button

SFM Advisor Group - Web Page

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