Investments keeping you up at night?
TOGETHER WE CAN TAKE THE GUESSWORK OUT OF YOUR FINANCIAL FUTURE.
Building Your Investment Strategy Using Riskalyze
Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
DEFINE 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.
DEFINE YOUR RETIREMENT GOALS
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.
Screenshots: Risk Number®
and sample six-month 95% Probability Range and a sample
Retirement Map Disclosure: All investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or protect against loss.
Is your portfolio aligned with your Risk Number?
Take our quick quiz to find out in 60 seconds.
Let’s talk!
Have a question or comment? Let us know.
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523 South Buffalo Street, Warsaw, Indiana 46580
1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN
Fee-based financial planning and investment advisory services are offered by DuPont Advisory Group a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Advisory Group and DuPont & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
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