Is your current retirement strategy going to succeed?
Take this online quiz
(step 1) that provides our professional staff with more information about your investments and retirement strategy, and we'll do the work (steps 2 & 3) to give you that answer!
STEP 1: DISCOVERING HOW RISK APPLIES TO YOUR GOALS
- Take this 5-minute quiz that covers topics such as portfolio size, top financial goals, and how risk will factor into your success.
STEP 2: REVIEW YOUR CURRENT INVESTMENTS
It turns out many people have more risk in their portfolios than they previously realized
. With the data from your completed quiz, a Windgate financial advisor will:
- generate a Risk Number for your portfolio
- More importantly, we will now use the information collected to determine how your current portfolio's actual risk aligns with your own goals and personal Risk Number
STEP 3: ALIGN YOUR PORTFOLIO TO MATCH THE RISK REQUIRED TO SUCCEED
- We'll schedule a short meeting with our financial advisor (no charge) to discuss what we have learned about your investment efficacy.
- We'll ask you some tough questions about adjusting either your portfolio or your own ideas about the risks to achieve your goals.
- We offer our assessment results to you with no obligation - Use these recommendations on your own, with your current advisor, or with us as a trusted financial advisor.
- If you want to see the approach of our complimentary meeting and follow up with you, take a look at our meeting roadmap.
* The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.