Helping Clients Grow &
Protect Wealth Since 1985
Determining a client’s true risk tolerance is a critical piece in creating a strong financial strategy. The Potter Financial Group now offers clients an important new technology, Riskalyze.
• Riskalyze technology allows me to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions.
• By aligning your portfolio with a risk tolerance number that more accurately reflects your thinking, we are better positioned to keep you moving comfortably toward your financial goals.
• It is also a marker for us to be able to stay ahead of the curve when the markets are more volatile.
What is Your Risk Number? Answer the 5 questions so we can determine your personal risk number,
ll. View the mobile features on our Personal Financial Management Site:
Answers On The Go Video
lll. Speak with us about your Personal Financial Management Site. All Your Important Information in One Place
• Offers a real-time, 24/7 view of your complete financial picture
• The Vault: Upload all your important documents to a secure, easily accessed site
• Track spending
• Monitor investments with detailed views and interactive charts
• Screen sharing
• Budgeting tools help you organize to reach savings goals