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Does Your Risk Match Your Goals?

With My-Risk-O-Meter, You’re in the Driver’s Seat.

What’s your Risk Number®? Find out if you’re on the right path to meet your financial goals in just a few easy steps – and with ease!

Using this simple tool, My-Risk-O-Meter can calculate your risk number within minutes. There is absolutely no obligation to use it, and you will not be contacted by anyone unless you request it.

Take the guesswork out of investing. My-Risk-O-Meter puts you in control of your investment portfolio.

*Riskalyze is an independant third party service provider and is not affiliated with Raymond James or RJFS.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Our Promise

 

We want you to feel 100% comfortable using My-Risk-O-Meter, so we stand behind our promise to protect your privacy. Your information will not be stored, shared or used in any way without your express permission.

Disclosures

 

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What is My-Risk-O-Meter

 

My-Risk-O-Meter, powered by Riskalyze, is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool ensures that your portfolio defines your investment goals and expectations. Here’s how:

 

  • 1. Capture Your Risk Number®
    The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. This number can guide your decision-making process.
  •  
  • 2. Align Your Portfolio
    After pinpointing your Risk Number, your advisor can craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
  •  
  • 3. Define Your Retirement Goals
    Your advisor can review your progress toward your financial goals by building a retirement map. When we’re finished, you’ll better understand what we can do to increase the probability of success.

 

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