Manage Your

Investments

Market Risk and Volatility - #1 top request by clients – “Create an investment strategy that provides me with all the profit from the market but none of the loss”.

Risk Number* (RN) – instead of answering endless questions about your risk tolerance which no one understands (including most financial advisors). Let’s make it easy, quick and only one unique number. Whatever your RN, we can pinpoint management of your money. Yes it’s really that easy. No guessing or stressing out about how much your portfolio is about to lose, you will have the peace of mind knowing what to expect before you invest.

Instead of comparing your portfolio returns with market indices (i.e. S&P 500, Dow Jones, NASDAQ) that could care less about how you feel, our focus is on you: 

  1. Know thy self - how does the market (or company stock price) makes you feel when it goes down?

  2. Take control - create your unique RNnumber (in less than 5 minutes)

  3. Remove the fear from investing - tailor any investment portfolio(s) to match your RN

  4. Invest at your pace - markets will move up & down, your portfolio will mirror your RN, NOT a market index

  5. Know before you invest - know the range of investment return PRIOR to investing (with a 95% rate of probability**)

We take a personal focus of helping you achieve your goals without the typical fear associated with investing.

Unique Transparent Benefits:

  • It’s quick and easy to understand

  • Apply your RN to any portfolio (i.e. 401(k), executive retirement & online account) or custom allocate a new investment portfolio

  • Quarterly tracking of your RN and advise you when to make an adjustment

Relieving you of the stress from investing allowing you to focus your time on other important activities; family, friends, work or hobbies.

Learn more or create your own RN NOW.

*Risk Number is a registered trademark of Riskalyze
**“Is The 95% Probability Range Accurate?”, NOV 22, 2016, Michael McDaniel, Co-Founder, and Chief Investment Office, https://www.riskalyze.com/blog/is-the-95-probability-range-accurate/

© 2020 by ePersonal Financial, LLC

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ePersonal Financial to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

ePersonal Financial is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory Services offered through Sowell Management Services, a registered investment advisor. Please be advised that all email sent to or from Sowell Management email systems are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information in the content of the email.