YOUR INVESTMENT SPEEDOMETER2018-01-02T23:46:14+00:00

Knowing Your Risk Tolerance

The Advisors at Compass Point Retirement Planning believe an important key to investing is helping our clients clearly understand the risk level of their portfolio. Knowing your risk tolerance is a great “speedometer” for investing. Just like the gauge in your car, the speedometer helps you stay in the range of speed that is best for where you are in your journey.

We will work with you to help develop an understanding of your risk tolerance that is proportionate to where you are on your retirement savings journey. By knowing the appropriate risk tolerance for your investments, our Advisors can properly help
you invest in areas to work toward your retirement savings and income goals.

Disclosure: Investments are inherently risky and will fluctuate with changes in market conditions. Past performance is not indicative of future returns. Diversification does not guarantee investment returns and does not eliminate risk of loss.

SCHEDULE A RISK TOLERANCE — You do not want to make the mistake of going too fast where you shouldn’t with your investments, but you also don’t want to be too conservative when the market is growing. Take a few minutes and contact our office to see if your risk tolerance and investments are in sync!