How Much Risk is Right For You?

Use our online quiz to help us discover your personal tolerance for risk and set investments accordingly.

CAPTURE YOUR RISK NUMBER

The first step is to take a 5 minute quiz 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 personal Risk Number.

REVIEW YOUR CURRENT INVESTMENTS

It turns out many people have more risk in their portfolios than they previously realized. We analyze your investments to generate a Risk Number for your portfolio. We then ask: how does it compare to your personal risk number?

ALIGN YOUR PORTFOLIO TO MATCH

We can now discuss how to better align your portfolios to match your personal tolerance for risk. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

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It's more than just investing successfully. We take the time to understand the big picture.

We provide impartial and thorough advice based solely in our clients’ best interests.

Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

We engage and interact with industry thought leaders and experts.

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Paladin Registry 5 Stars

This advisor scored in the 90th percentile or higher (5 Stars) when Paladin's proprietary algorithm rated the quality of his or her credentials, ethics, business practices, and services. Learn More.


 

51 JFK Parkway, First Floor West, Short Hills, New Jersey 07078   P: 973-218-2440

7047 E. Greenway Parkway, Suite 250, Scottsdale, Arizona 85254 P: 480-659-2950

 

info@ldstar.com


© Copyright 2019 LodeStar Advisory Group LLC

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