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405 East Northtown Road
PO Box 265
Kirksville, MO 63501

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Jamey Morton

(660) 665-3045

 

What's Your Risk Number?

Next stop, fearless investing

Whether you're a new or seasoned investor, whether the market is bull or bear, gauging your risk tolerance – pinpointing your Risk Number – is a fundamental step to periodically revisit as you pursue your financial goals.

So, what is your Risk Number?  Click here to pinpoint yours today using a brief diagnostic questionnaire from Riskalyze, and then let’s schedule a time in the very near future to discuss your score coupled by some potential investment strategies for moving forward with greater financial confidence. 

Wanting to learn more about Riskalyze before completing the diagnostic questionnaire?  Click the “Riskalyze Video” button below. 

Riskalyze Video

Our process in helping you pursue your goals:

Define your Risk Number

Define 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.

Find out your Risk Number
Align your portfolio<br/>

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.

Work toward Alignment
Define your retirement goals

Define your retirement 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.

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