Your investment strategy should be based on 4 conditions:

  • Your Goals and Objectives
  • Your Timeframe
  • Your Tolerance for Risk
  • Your Financial Condition

Our Risk Assessment Tool will analyze each of these conditions to guide you into the appropriate investments for your money. Answer each question honestly. The slider above will track your progress from "cautious" to "aggressive". Get started by telling us your birthday.


Answer each question honestly. Some questions require more thought, please take the time to evaluate each question and provide the most accurate response. After each question, click next. We will provide you with a score and a target allocation at the end of the process.

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Phone: 1-877-449-0147