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Risk Tolerance is one of the most important factors we consider when discussing investment plans with our clients. We want to make sure our clients are able to financially achieve their goals, but we also want to make sure we take on an appropriate amount of risk for them as well. If we take on too much risk then the client may be nervous or anxious regarding their accounts. If we take too little risk then their accounts potentially may not grow enough to reach their goals. There is a fine line when it comes to an investor’s risk tolerance, so we use a risk tolerance questionnaire in order to pinpoint the appropriate level.

We can also use this risk scale to determine how much risk an investor is currently taking. By inputting all of a client’s individual holdings, we are able to gauge the amount of risk within their account. We can then cross-reference their portfolio score and their questionnaire score to ensure they are invested appropriately. If not, we find strategies available to assist our clients in aligning their accounts with their personal tolerance for risk. This process is a part of our fiduciary planning tools and our goal for our clients is to have financial peace of mind once they are allocated appropriately.

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Summit Financial Consulting LLC

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584


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The Fine Print

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registration with the SEC or being registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.

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