We use a software program called Nitrogen to collaborate and ensure that your portfolio aligns with YOUR investment goals and expectations. Watch this video to learn more about the software. While software is helpful, we believe that a personal conversation is best when identifying a community member’s risk budget. Feel free to determine that yourself with the number below, or contact us and one of our Certified Paraplanners can walk you through it.  

To get started with your own risk analysis, click the button below.