Comprehensive Risk Analysis
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.
Put Your Finances on View
Using software to shed light on your finances
We Can Walk You Through Our Software
Uncovering your unique risk capacity and tolerance preferences. We can easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with your investment goals.
OnPointe Risk Analyzer’s robust risk engine simplifies measuring and communicating both personal and portfolio investment risk.
It’s simple! You complete the risk questionnaire & see exactly what you need to manage risk and meet your goals.
Client Reports and Presentations
We’ve designed a fully customizable reporting and presentation generator making it easier than ever to showing our clients the information they want to see.
Delivering Results
Learning about risk in your portfolio may go a long way in helping you and your family think about their wealth. We believe an educated client is a better client.
OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk.
It’s simple! Clients complete the risk questionnaire. We show you our portfolio recommendations to manage risk and meet your goals.
© Copyright 2005- Wealth2k, Inc.
WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by The Income for Life Model calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Moreover, the computations do not reflect investment costs or taxes, if any.
The Income for Life Model, Hybrid Time-Segmentation and ROI Reliability of Income are registered trademarks of Wealth2k, Inc. Three Big Risks, Constrained Investor, What’s My Income, What’s Your Income? and Income Floor are trademarks of Wealth2k, Inc. Knowing Your Number is Not the Same as Knowing Your Income is a service mark of Wealth2k, Inc.
Investing involves risk and you may incur a profit or a loss. There is no guarantee this model will perform as planned. If the model underperforms, the income levels and assets could be significantly reduced.
Purchase of an annuity contract through a qualified plan does not provide any additional tax-deferral benefits beyond those already provided through the plan. If you are purchasing an annuity contract through a plan, you should consider purchasing it for its death benefit, annuity options, and other non-tax-related benefits.
Jeff Blocker
Wealth2k, Inc Terms and Privacy Policy