Financial Health Check

Client Centered

Like your physical health your financial health is important. It is widely accepted that practicing a healthy lifestyle throughout your life has long-term benefits. The same can be said for your finances. The financial decisions you make now may have a long-term impact on your financial future.

We obtain your financial snapshot is through a 2-step process consisting of your completion of the Riskalyze questionnaire, followed by a consultation with a member of our team.  The questionnaire will take less than 10 minutes.

Your privacy is our top priority. Your responses are sent securely to the Laurus Financial Group team. Any information provided will not be distributed to any other person or business.

Step 1: Lets find your Risk Number! Please click the “Risk Assessment” link below. This questionnaire will provide the team with a quantitative measurement of the amount of risk or variability you are willing to withstand in your investment returns.

What's Your Risk Number?

Step 2: Lets get to know you! Please click the link below to schedule your consultation with a member of our team.  During this initial consultation, you can expect to answer questions such as those listed below.  

  • What are you looking to achieve through investing?  (i.e. Grow my wealth, Create a Financial Plan, Save for a home/remodel)
  • How long do you plan to keep your money invested before cashing in on the investments?
  • Are you currently, or have you in the past, worked with another financial advisor?
  • What is your total net worth?
  • How much would you like to invest?

We expect that you may not know the answers to these questions, so we will discuss them together to assist you with defining your goals.

Schedule a Consultation

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Thank you!