How does Riskalyze work?
CAPTURE YOUR RISK NUMBER – Answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
ALIGN YOUR PORTFOLIO – After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
MEET YOUR RETIREMENT GOALS – We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.
Meet your FINANCIAL ADVISOR:
Kirby, owner and president of Generations Financial Management, attended Baylor University in Waco, Texas, and graduated with an accounting degree. A few months after getting his first job, he opened his first investment account – this prompted a passion that led him to the financial industry and ultimately starting his own company, Generations Financial Management in 2017. Kirby is a CERTIFIED FINANCIAL PLANNER™ (CFP ® ).
Kirby and his wife, Debra, reside in Rockwall County and are involved with Lakepointe Church in Rockwall. Of their four children, two have successfully graduated college, one is currently attending college, and the last one is in high school. When not working, he can usually be found attending and supporting his kids school functions and athletic events.
Kirby volunteers some of his time for local charities and churches. One of his favorite charities that has impacted his entire family is Hidden Acres, a children’s sumer camp – where he serves on the finance committee. Kirby has also taught Financial Peace multiple times at some area churches and enjoys teaching people about financial wellness and education. Since starting Generations Financial Management, he and his wife have started two scholarships for graduating seniors.
Kirby’s varied hobbies include spending time with family, golf, gardening, and traveling. He enjoys shooting and hunting with his family, especially his daughters. Kirby restored his high school car – a 1965 Mustang and drives it around town on nice days. He also has his private pilot license with an instrument rating. Two of his favorite places (so far) are St. Maarten and Italy.
Kirby Webb, CFP ® – Financial Advisor
Ready to define your investment goals and expectations?
No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Phone: (972) 722-2609, Fax: (972) 551-4022, Email: firstname.lastname@example.org
Investment advice offered through 360 Wealth Management, LLC a registered investment advisor. 360 Wealth Management, LLC and Generations Financial Management are separate entities from LPL Financial. Copyright 2019. All Rights Reserved.