Your goals.
Your risk perspective.
Start with clarity.
Take our risk assessment to reflect on your investment goals, timing, and comfort with market changes. Bring your perspective into a personal conversation about how your investments connect with the life you want to support.
A personal perspective.
A useful place to begin.
Begin with an honest look at your goals, experience, and feelings about investment uncertainty. The assessment offers a score and profile summary based on your responses. Use them to organize the questions you would like to explore with RWM.
Online Interactive Risk Assessment
Reflect on where you are today.
This educational assessment is provided through Retirement Ready Suite. Review its notices and disclosures before sharing your information. Results do not replace a personalized financial plan or provide investment, tax, or legal advice. All investments involve risk, including possible loss of principal.
One financial life.
More than a single score.
A short questionnaire cannot capture every part of your circumstances. Use these subjects to add context to your risk assessment and prepare for a conversation about your actual financial picture.
Your investment goals
What do you want your investments to support? Consider the people, priorities, and milestones that give your financial decisions a purpose.
Your timing
When might you need to draw on your investments? Think about upcoming expenses and the different timeframes behind the money you have set aside.
Your response to market changes
Reflect on how you have felt during previous market declines and how you might respond to a change in account values. An honest answer is more useful than the answer you think you should give.
Your income & responsibilities
Consider your income sources, spending needs, and responsibilities to others. Bring those details into the conversation so your quiz responses have the context of your actual life.
Your investment experience
Which types of investments and market conditions are familiar to you? Note the subjects you would like explained more clearly before making decisions.
Your current financial picture
Think about how well you understand your existing investments and how they connect with the rest of your plan. Use the assessment to identify questions for a more personal review.
Explore RWM’s financial services, asset protection approach, and personalized retirement strategy for more context.
Turn a snapshot
into a conversation.
Notice what stood out.
Write down the questions that felt difficult or prompted you to pause. Consider whether your answers reflect your current perspective and note anything you would like to explain in more detail.
Connect the pieces.
Think about your investment goals, when you expect to need money, and the responsibilities your financial resources support. Ask what information would be helpful to bring to a personal review.
Take a thoughtful next step.
Talk with Roberts Wealth Management about your results and how they relate to your existing investments. Use the conversation to understand the decisions ahead, including questions about costs, features, and risks.
Meet the RWM team, find your local office, or take our Retirement Reality Check for a broader planning perspective.
Your questions.
A clearer starting point.
What is the Online Interactive Risk Assessment?
It is an educational questionnaire about your investment goals, timing, experience, and responses to market changes. Use the score and profile summary as a starting point for discussing your financial priorities with a professional.
How long does the risk assessment take?
The assessment contains 11 questions and estimates about 90 seconds to complete. Take the time you need to consider your answers. You can open it in a separate tab if you prefer more room.
Does the result replace an investment review?
No. The result reflects the answers you provide and does not replace a review of your actual investments and personal circumstances. Discuss your results with a financial professional before using them to make investment decisions.
What should I do if I am unsure how to answer?
Choose the response that most closely reflects your current perspective, and make a note of anything you would like to understand better. Bring those questions into your conversation with Roberts Wealth Management.
Your perspective matters.
Put it into context.
Bring your goals, your responsibilities, and your questions into a personal conversation about your investments and the financial decisions ahead.
