In order to develop a comprehensive understanding of your financial situation, there are a variety of tools that we utilize to guide you towards your goals. Whether you are currently our client, or you are interested in being our client, we have available tools that can be used to help you prepare for your financial journey.
It is important for us to have an understanding of not only what risk you are able to take, but the risk that you are willing to take. The Risk Tolerance Assessment uses advanced software that converts and quantifies the answers you provide into a “Risk Number.” This number serves as a guide to assess your current investments and further discussion.
When applying for Social Security, there are a lot of regulations that are difficult to follow or understand. We use an advanced software, Social Security Pro, to help you maximize and estimate what you should be receiving through your Social Security payments. Simply answer a few basic questions, or send us your current Social Security statements, and we will send you a complimentary analysis based on your individual circumstances and send you an in depth report and break down of your benefits.
Waddell & Reed is not affiliated with Riskalyze or Social Security Pro.