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

Disclosure

Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

Steven Van Metre and AFA disclaim responsibility for updating information and disclaim responsibility for third-party content, including information accessed through hyperlinks. Prior to making any investment decisions, one should seek qualified financial, tax or legal advice as it pertains to their situation and not base any decisions on a blog post, online review or third-party content.