At Asset Solutions, we utilize a third party app, Riskalyze to best understand your financial situation.
The process is simple: Riskalyze provides a questionnaire and you get the following information:
- Your individual Risk Number
- A match between appropriate investments and your individualized Risk Number
- A projection of your retirement map
With this app, our company, along with our clients, can obtain a comprehensive look at a complete analysis of their specific risk tolerance. This helps us, and our clients, clearly understand their current financial situation. It also provides us with vital information for us to then plan the fundamental steps for their investments and financial future.