Have you built your retirement on assets,
or the stock market?
Knowing your risk score can help you achieve a portfolio that reflects your level of comfort in the event of another market downturn. You've spent your whole life working towards retirement, now it's time to prepare for it.
Get your Risk Score
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Knowing your risk score can help you...
Understand the current diversification strategies of your portfolio in case of another market correction.
Have a meaningful conversation to determine what in your portfolio needs to be adjusted.
Compose a retirement plan that reflects your level of comfort with market volatility.
Define your tolerance for risk.
There should be a difference in your risk level between planning for and preparing for retirement. Once you know your tolerance, our team can:
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. The information contained is for educational purposes only and does not intend to make an offer or solicitation. None of the information contained on this statement shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.