As a benefit to our clients and prospective clients, Sgroi Financial makes available the following free tools to assist with your financial planning.
Also, please try our free portfolio risk analysis tool
• Base the scenario on a $100,000 investment
• Answer questions based on your current investment perspective
• This newly acquired technology will allow us to determine your ‘risk score’, therefore giving your financial planner more valuable information to analyze while discussing your current and future investments
• This exercise is for educational purposes only