RISKALYZE HELPS THE WALKER TEAM FIGURE OUT
HOW MUCH RISK IS TOO MUCH?
The old way of quantifying risk, with subjective questionnaires and age-based stereotypes, left a lot of room for interpretation and even more for error. It is difficult to convert generic risk tolerance terms into an ideal allocation because ‘a little bit of risk’ can mean an abundance of different things to different people in different situations around different parts of the country.
That is why our planning approach utilizes a personalized “Risk Number” – a number on a scale of 1-100 that quantifies risk and is determined using Nobel Prize-winning technology. Integrating this cutting-edge technology not only allows us to quantify how much risk you are comfortable with, it also allows us to input your current investment portfolio to quantify how much risk your assets are exposed to! We can then stress test these models, with your retirement goals in mind, to optimize your portfolio allocation for success.
WHY CHOOSE WALKER CAPITAL?
THE RIGHT TEAM with THE RIGHT TOOLS
The Right Team
As taxes begin to rise in coming years, it is critical that a holistic retirement truly consider the impact of taxation on retirement benefits, tax-deferred savings, & Social Security – which is why WCPG planning partners tax-centric retirement consultants with our CPA to help you navigate retirement successfully!
The Right Tools
WCPG’s art is the science of retirement planning! We help families around the country thrive using webinar technology to easily apply the latest in Retirement Benefits Forecasting software, tax-planning tools, budget calculators, & Risk Tolerance Assessments to help design the blueprint for a successful retirement!