5200 Maryland Way,
Humans look at risk and reward in the context of their own personal financial position. Everyone looks at risk differently, based on our varying life experiences and financial position. We have created a culture at Flagship Financial Advisors to diligently give values based advice. Whether we're discussing investment selection, risk management, or market movement we are mindful that our purpose is to keep your values and money moving in the same direction.
Investing feels broken for the average investor, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. Riskalyze is the first-ever way to quantitatively measure a client risk tolerance objectively, pinpointing investor-risk tolerance. It helps your family and our team to quantify your risk preferences as an investor to your existing portfolio(s) and retirement plan.
When financial advisors aren’t afraid to talk about risk, investors aren’t afraid to make the right decisions.