
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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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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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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Savings Accumulation
Estimate the future value of your current savings.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.