Are You Subjecting Your Portfolio to Too Much Risk?
Or Perhaps, Not Enough?

Learn the level of risk that makes you feel comfortable AND can help you make appropriate investment choices.


Get Your Risk Score

(5-minute quiz)

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Knowing Your Risk Score Is The First Step Toward …

Determining if your portfolio is in line with your risk tolerance

Making informed investment choices at any age

Communicating your desires to a financial professional

Define your tolerance for risk. Doing so can help you feel more comfortable about your portfolio.


Carl Carlson CEO & Founder

In the Media

Carlson Financial is the featured financial resource for four TV stations and frequently speaks on topics of specific concern to retirees and people nearing retirement.

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This content is provided for informational purposes only. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Carlson Financial, an SEC Registered Investment Advisor.

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