4 Simple Steps
1. Open an account through us with Fidelity.
2. Complete a Risk Tolerance questionnaire.
3. Sign the HFP financial planning agreement
4. Deposit a Check, Rollover a 401k,
or Transfer and account from another firm.
Did you really think you fit well into being Conservative, Moderate, or Agressive.....
or did you realize those words meant almost nothing.
We have a better way and its called a Risk Number.
You get a score from 1-100 that you can use to gauge your actual risk tolerance versus the score of your investment portfolio.