Risk Assessment
Risk exposure & assessment
Achieving success or acquiring something of value often involves taking risks. While risk-taking can be rewarding earlier in life, taking on too much risk during retirement can expose your hard-earned savings to unnecessary losses and long-term consequences.
When was the last time you reviewed the risk levels within your retirement accounts? The Color of Money® Report is designed to provide a clear overview of your assets and help identify how much risk you may currently be taking.
Earlier in your career, accepting higher levels of risk may have been appropriate as you focused on building wealth. Over time, however, your financial priorities and tolerance for risk can change—sometimes without you even realizing it. As a result, your assets may still be exposed to more risk than is necessary.
The Color of Money® Report helps you re-evaluate your risk exposure and develop a strategy to better align your assets with your retirement goals. By understanding where you stand today, you can work toward a more stable foundation for your retirement strategy.
