Financial Risk Tolerance Assessment
Item Number: 218
Time Left: CLOSED
Value: $1,000
Online Close: Mar 22, 2015 9:35 PM EDT
Bid History: 0 bids
Description
Make sure you are comfortable with the level of risk you are taking with your savings and be sure that you know how to control your risk with this professional, objective Risk Tolerance Assessment for a couple from Barry Korb with Lighthouse Financial Planning, LLC.
Understanding your risk tolerance is a critical first step in developing an investment strategy. Take too much risk and you are unlikely to be able stay with your chosen investment strategy. Take too little risk and you may not meet your goals or be forced to save more than necessary.
The winning bidder will be requested to sign a no cost engagement agreement, provided access to the FinaMetrica Risk Profiling Questionnaire and a complimentary one hour interactive discussion of their risk profiles. All personal data provided is treated as confidential.
Services provided by Barry Korb, CFP®, principal, Lighthouse Financial Planning, LLC, an independent, Registered Investment Advisory firm.
Special Instructions
Winning bidder should contact Barry Korb by e-mail or phone to schedule meeting and receive instructions for completing risk profile questionnaire. Questionnaire and interactive discussion of Risk Profiles must be completed by August 31, 2015.