Broker Check
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Everyone has a Risk Number®.
Let’s find yours.

Watch the video below to find out more,
then take the Free Risk Analysis to see your number.

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 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.

Have a Question about the risk in your portfolio? Drop us a line.

Thank you!

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

FocalPoint Wealth Management, Wealthcare Advisory Partners, and LPL Financial do not endorse Riskalyze. Investing does not guarantee return of principle. Please note past performance is not a guarantee of future return. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial.