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CALL  Robert 407-405-7579

Retirement Planning Today® Class

June 18 and 25, 2020

Register today for our Retirement Planning Today class series, Thursdays June 18 and 25, 2020 6:30 pm to 9:30 PM.Virtual or Live

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Virtual Classes on Wednesdays at 1:30 Pm

Info call Robert 497-405-7579 

Robert@sfmadvisorgroup.com

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Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

 


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


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