
With Riskalyze We Can:
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.
Meet Your Retirement Goals: We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll fully understand what we can do to increase the probability of success.
Health Insurance Alternatives:
Medi-Share: Medi-Share is a community of Christians who share each other's elegible medical bills and, most importantly, encourage and lift one another up in prayer. As a christian healthcare community, Medi-Share offers affordable options that average about half the cost of other healthcare programs. It is important to note that Medi-Share is not insurance and does not comply with the Affordable Care Act.
To sign up, or for more information please follow the link below:
Newsletters
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Car Affordability
How much can you afford to pay for a car?