Personal Risk Number

Is your current retirement strategy going to succeed?

Take this online quiz (step 1) that provides our professional staff with more information about your investments and retirement strategy, and we'll do the work (steps 2 & 3) to give you that answer!

Capture Your Risk Number

STEP 1: DISCOVERING HOW RISK APPLIES TO YOUR GOALS

 

STEP 2: REVIEW YOUR CURRENT INVESTMENTS

Review Your Current Investments It turns out many people have more risk in their portfolios than they previously realized. With the data from your completed quiz, a Windgate financial advisor will:  

STEP 3: ALIGN YOUR PORTFOLIO TO MATCH THE RISK REQUIRED TO SUCCEED

Review Your Current Investments  
* The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Email Sign Up