Are You Subjecting Your Portfolio to Too Much Risk?
Or Perhaps, Not Enough?

Learn the level of risk that makes you feel comfortable AND can help you make appropriate investment choices.


Get Your Risk Score

(5-minute quiz)

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Knowing Your Risk Score Is The First Step Toward …

Determining if your portfolio is in line with your risk tolerance

Making informed investment choices at any age

Communicating your desires to a financial professional

Define your tolerance for risk. Doing so can help you feel more comfortable about your portfolio.

6806 Fallsbrook Ct., Ste 1 | Granite Bay, CA 95746
P: (916) 367-6430 | F: (916) 314-0594

Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Data and calculations used to produce the Risk Score are provided by Riskalyze, the accuracy and completeness of which cannot be verified or guaranteed by Monolith Financial Group, or AE Wealth Management, (AEWM). Neither Monolith Financial Group nor AE Wealth Management, (AEWM) is affiliated with Riskalyze.

Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision. 919878 - 5/21