Are you taking too much risk in your retirement plan?
You worked your whole life for your retirement, don't let stress & fear keep you from enjoying it.
Access our content on —
Discover why a high rate of return isn't the most important factor.
Understanding your risk score is essential to choosing the right retirement strategy. Our webinar can help.
Watch Full Webinar
Feel free to ask questions – our team is available during office hours through the chat in the lower right corner. We truly hope this resource helps you as you navigate retirement.
Webinar Agenda
The #1 Risk to Your Retirement Dollars: It's Not What You Think
05:46
The Dalbar Report: Why Average Investors Underperform
05:21
The Danger of Timing the Market: Missing the Best Days
05:12
Is Your Portfolio Built for You?: Julie H.'s Real-Life Example
13:23
Total Duration
31:00
What is a risk score?
Subjective risk questionnaires almost always miss the mark. Our approach is based on your risk score, which leverages a Nobel Prize-winning framework to help you invest fearlessly.
Risk
0
How much risk do you want?
We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.
How much risk do you have?
If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.
How much risk should you have?
We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals, giving you the best chance for success.
Meet our team.
Proudly located in Woodstock, GA - Matthew & Aaron started their careers in Advisor Education - seeing how one sided the industry can be, they left & established Leveraged Wealth Management as a truly independent firm that could educate & serve without bias.
Owners & Parters:
Matthew Decker, CFP® & Aaron Vincent, CFP®
Educational Content has always been the focus. Through out YouTube Channel w/ 17,000+ subscribers, local radio, TV, and Educational Seminars
We would love to meet you at our Woodstock office.
