At Heritage, we utilize a cutting-edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio is the right fit for you and that your goals and expectations are clearly defined.Together we can take the guesswork out of your financial future.
Capture Your Risk Number
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process. What’s your risk number? Click the button below to get started.
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.