Broker Check
Once Upon a Goal Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

 


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

SFM Advisor Group - Web Page -

To visit Security Financial Management - Click on the button

SFM Advisor Group - Web Page

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow