What’s Your Risk Number?

How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.

How much risk do you need?

We can chart a path to retirement using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in realtime.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.

How much risk should you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future!

Securities and investment advisory services offered through L.M. Kohn & Company, a registered Broker/Dealer, Member FINRA/SIPC/MSRB 10151 Carver Rd, Suite 100, Cincinnati, OH 45242. 513.792.0301. The information contained within is not an offer to sell nor the solicitation of an offer to buy any insurance or securities product and is intended solely for residents of states in which a registered representative associated with Financial Designs holds an active license. Financial Designs agents and employees do not provide tax or legal advice.

The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of the future results. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Riskalyze Inc. is a third-party vendor utilized by L.M. Kohn & Company and is in no way affiliated with L.M. Kohn & Company.