ACCOUNT SETUP
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 an account from another firm.
RISK ANALYSIS
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 it’s called a Risk Number.
You get a score from 1-99 that you can use to gauge your actual risk tolerance versus the score of your investment portfolio.
