The last time you reviewed your assets, you probably
looked at past statements and decided if you
were still comfortable with your holdings.

What you might have missed is that
the account may not be as important as your
overall attitudes and goals — and that’s something
you can’t find in any financial publication.

The Color of Money Risk Analysis is designed
to help you better understand how your long-term goals
could impact the financial decisions you make today.

Get your Color of Money score by answering 11 simple questions. It’s an important step toward evaluating your finances using the most important measure — your goals!

This tool is provided as an educational tool, and is not intended to provide investment advice. The result of any calculation performed by this tool is hypothetical and does not assume the effect of fees, commissions, tax rates, or changes in interest rates or the rate of inflation, and is not intended to predict or guarantee the actual results of any investment, product or strategy. Prior to making any financial decisions it is recommended that you obtain advice from a qualified financial services profession. It is also recommended that you obtain tax or legal advice from a qualified professional.

 

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You are probably used to checking your account
statements and seeing the balances go up and down.
Sometimes it’s a little, and sometimes it’s a lot.

Over the months and years, you might have asked yourself:

Is my savings in the right place? Is this account still right after all
these years? Is there an alternative that doesn't fluctuate so much?

If you have ever thought that maybe your assets
were too exposed to market risk based on your comfort level
regarding risk, you owe it to yourself and your
retirement to check out the Color of Money Risk Analysis.

It’s 11 simple questions, and it’s an important step
to getting your assets aligned with your goals.

Get your Color of Money score today.

This tool is provided as an educational tool, and is not intended to provide investment advice. The result of any calculation performed by this tool is hypothetical and does not assume the effect of fees, commissions, tax rates, or changes in interest rates or the rate of inflation, and is not intended to predict or guarantee the actual results of any investment, product or strategy. Prior to making any financial decisions it is recommended that you obtain advice from a qualified financial services profession. It is also recommended that you obtain tax or legal advice from a qualified professional.
 

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Over time, you may have done everything
you can to make the best financial decisions at every turn.

You may have your money in a variety of accounts.
Some of them may be a long-term fit for your retirement.

The trick can be figuring out which ones. Sorting through
your accounts can be challenging, especially if you aren't
clear about your goals.

The Color of Money Risk Analysis is an 11-question self-assessment that helps you get some clarity around your goals.

By the end of the assessment, you will have more knowledge about your risk profile to help start organizing your assets.

This tool is provided as an educational tool, and is not intended to provide investment advice. The result of any calculation performed by this tool is hypothetical and does not assume the effect of fees, commissions, tax rates, or changes in interest rates or the rate of inflation, and is not intended to predict or guarantee the actual results of any investment, product or strategy. Prior to making any financial decisions it is recommended that you obtain advice from a qualified financial services profession. It is also recommended that you obtain tax or legal advice from a qualified professional.
 

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Regardless of what “financial experts” on TV might say,
there is no investment strategy or financial product that’s
right for everyone. There can’t be, because your financial
situation and goals are unique to you.

That’s why the Color of Money Risk Analysis is one helpful step.
This 11-question survey may help give you
insight into your risk tolerance.

Armed with your Color of Money score, you can begin to make informed decisions about what role risk could potentially play in your retirement.

This tool is provided as an educational tool, and is not intended to provide investment advice. The result of any calculation performed by this tool is hypothetical and does not assume the effect of fees, commissions, tax rates, or changes in interest rates or the rate of inflation, and is not intended to predict or guarantee the actual results of any investment, product or strategy. Prior to making any financial decisions it is recommended that you obtain advice from a qualified financial services profession. It is also recommended that you obtain tax or legal advice from a qualified professional.
 

149954 2019-01-08 GA RIA GS GIB