MBE Wealth has partnered with Totum Risk, a service that calculates risk tolerance.
Totum Risk calculates 3 risk scores…
- How much risk the investor should or should not take given their current life situation (risk capacity)
- How much risk the investor is willing to take (risk preference)
- The investors current portfolio (investment risk) The portfolio score should fall between the risk preference and risk capacity scores to be inline with their financial goals. (for more information visit FAQ, The Totum Risk Questionnaire)
calculate your risk score
Once you calculate your risk score, you can download a PDF report of your results.
All data is presented on a single, easy to read line graph.
VIEW SAMPLE REPORT
Want to learn more? Get in touch with our financial planners below to schedule a complimentary consultation!
Mike Pruitt, CFP®,RICP®
PARTNER / FINANCIAL PLANNER
SUN PRAIRIE, WI
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