Risk Tolerance Questionnaire:
What’s Your Risk Number?
Know Your Investment Risk Before It Costs You
Your Risk Number® is more than a score, it’s the bridge between how you feel about market risk and how your portfolio is actually invested. A quick, 5-minute financial risk assessment can reveal whether your investments are aligned with your comfort level and retirement goals.
Every family has different dreams, fears, and financial fingerprints. That’s why a “one-size-fits-all” portfolio doesn’t cut it.
At Financial Enhancement Group, we believe that your investments should serve you, not the other way around. We don’t gamble with your goals or question your values. We design portfolios that align with your unique needs, tax situation, tolerance for risk, and the goals you have for Your Life After Work™.
- Take the Quiz – Complete our straightforward risk tolerance questionnaire to find your Risk Number®.
- Compare to Your Current Portfolio – See if your investments match your comfort level and objectives.
- Identify Gaps – Learn where adjustments may be needed to better balance risk and return.
- Build a Tax-Smart Plan – Work with our team to design a strategy that aligns your goals, timeline, and comfort with market risk.
Take the first step toward investing with confidence.
Why Families Choose FEG
Fiduciary-First
Your interests, always first.
Tax-Smart by Design
We think about taxes before you file, not just in April.
Personalized Plans
Built around the Five Critical Elements of Your Life After Work™.
Transparent Fees
No surprises. No nonsense. Just clarity and care.
A Real Team
Your Next Step Starts Here
Found your Risk Number? Great. Now let’s turn it into a real-life strategy.
Your investments aren’t just numbers on a screen—they’re tools to protect your lifestyle, fulfill your purpose, and reduce financial regrets.