RIGHT. SIZE. YOUR. RISK.

The recent market ride may have you feeling like you are living in a real-life risk tolerance questionnaire.

“What is the worst loss you would tolerate?”
“What best describes your investment attitude?”
“Do your investments keep you up at night?”

Use this time of volatility as your personal wake-up call. Take action today to ensure your investments align with your time horizon and risk tolerance.

Fill out SRP’s Risk Tolerance Questionnaire and compare the results to your investment allocation. If you need help, request a consultation with the seasoned advisors at SRP.

 

Click here to download the Risk Tolerance Questionnaire

 

SRP is here to help.
plantoday@srpretire.com / 866-SRP-401K x1

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.