Fort Wayne, IN 46804
Risk tolerance is more than simply being classified as a “conservative” or “aggressive” investor based on your age. Just as every person is different, every investor is different.
First, you’ll complete a five-minute a questionnaire that will ask you about your investment portfolio, top financial goals and how much you’re willing to risk for potential gains.
Using this information, we will determine your Risk Number based on:
Once you have your Risk Number, we will work with you to engineer your portfolio so that it matches your desires for retirement.
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Investment Advisory Services may be offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor or Howard Bailey Securities, LLC, a registered investment adviser. Global Financial Private Capital, LLC and Howard Bailey Securities, LLC are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
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