Broker Check

Risk Assessment

Your Financial Journey:

What is the risk of getting to know Freedom Wealth Alliance? We invite you to take the time to get to know us. We invite you to meet with an advisor to discuss your needs, it’s complimentary, informative, and we think you might even enjoy it! You can also rest assured we do not believe in high pressure tactics. First, we will listen to you and hear about your needs. Second, we will explain how we can work together and what we have to offer. At some point in the future, we can decide if we would like to pursue a long-term relationship working together toward your goals. It’s one hour of your time that could shape your future dramatically. Give us a call today – it’s just that easy!

Your Best Interests:

How do I know my best interests are being considered? There are a few different standards in the financial industry, some are higher than others which means there are more stringent regulations in place. The Fiduciary standard is the highest standard in the industry. Unlike many financial advisors, our advisors are independent Investment Advisor Representatives held to the highest (Fiduciary) standard, putting our client’s interests above our own. Download our brochure to find out more about the benefits of hiring an advisor bound by the fiduciary standard.

Your Individual Risk Number:

Do you know how much risk is right for you? Find out more about how we objectively pinpoint your risk tolerance number (how market price variability makes you feel) and risk capacity (how much investment loss you are able to sustain) in order to build an investment portfolio that is right for you.

No longer is your Risk tolerance a gray area spanning a range of percentages. With our Individual Risk Number (IRN) software you will be able to objectively identify your specific number with just a few short questions. What's Your Risk Number? Think of it like your sleep number. Click here to learn more