Risk Tolerance Questionnaire

Income Planning Podcast

Your risk tolerance can help you determine which investments you should own, how you will handle fluctuations and the type of returns you should expect from those investments. Steven Van Metre Financial has partnered with Riskalyze, the leading provider of risk tolerance and portfolio analysis software, to offer their technology at no charge.

Riskalyze’s patented Risk Number technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. With this information you will have peace of mind knowing your investments are allocated to your risk tolerance.

To get started, click the link below where you will be redirected to my portal on Riskalyze’s website:

Riskalyze Risk Score

How does your risk tolerance compare?

0-35 = Portfolio Shield® Conservative

36-50 = Portfolio Shield® Income

51-65 = Portfolio Shield® Balanced

66-80 = Portfolio Shield® Growth

81-100 = Portfolio Shield®

Retirement Income Plan