Discover Your Risk Number

Let’s take the guesswork out of investing by discovering your Risk Number so you can make sure your portfolio is aligned with the amount of risk you want or are willing to take to reach your goals. The first step is to take a 5-minute quiz that will determine how much risk you are willing to take for the potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Find Your Risk Number

Why You Need a Risk Number

Watch the short video below to learn more!

Find Your Risk Number

Let's Connect

Discovering your Risk Number is just the beginning of your financial journey. Let’s talk about your goals and help create a plan to get you there.

1029 Monarch Street #150 Lexington, KY 40513

859-277-6528

info@trustenvisage.com

riskpage-form

859-277-6528

1029 Monarch Street, Suite#150 Lexington, KY 40513

info@trustenvisage.com

Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in CA, CO, FL, GA, IN, IL, KY, MI, OH, OR, PA, WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Envisage Wealth Advisors. Please consult with your tax professional for additional guidance regarding tax-related matters.