Jim Dillon, CFP®, ChFC®

CONNECT

Address:

9700 Business Park Drive, Suite 204
Sacramento, CA 95827

Phone:

(888) 554-2074

Portfolio Management

One of the tools we use to get a fix on risk tolerance is an interactive, web based tool called "Riskalyze".  Riskalyze leads the user through a dialog which is focused on determining how much the user is willing to gain or lose over a 6 month period.  If you'd like to access this tool click on the button below.

Risk tolerance tool

 

 

 

Once we have a fix on the risk tolerance for a client, it's on to selecting some investment tools for consideration.  We tend to gravitate towards a using an asset-based fee structure which tends to align our goals.  As we grow and protect your investments we grow and protect our income stream.

Through IFG, we have a plethora of well vetted 3rd party asset managers, alternative assets, mutual funds, along with the market securities you'd expect from a full securities brokerage service.

For more info, contact us for an appointment and let's get to work on your plans today.

 

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Check the background of this financial professional on FINRA's BrokerCheck