Broker Check

1253 Centre Turnpike
Orwigsburg, PA 17961

What's Your Risk Number?

Riskalyze is a cutting edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Knowing your Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Capture Your Risk 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

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

Define Your Retirement Goals

We will also review your progress towards your financial goals by building a Retirement Map.

When we are finished, you'll better understand what we can do to increase your probability of suceess.

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