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Our Process

 



Discovery

Inventory

Plan

Execution

Monitor

Modify


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See how we use Riskalyze to serve YOU

Capture Your Risk Number

The first step is to take a 5 minute quiz 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 our decision making process.

Review Your Current Investments

Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal risk Number.

Stress Test Investments

Stress tests illustrate how your proposed portfolio may have fared through various market events over the past 8 years, including the financial crisis and recovery.

The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze and Nash-Hasty Investment Services are not affiliated with LPL Financial.

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  •   1605 W. Candletree Dr., Suite #108, Peoria, IL 61614
  •   309-589-0180
  •   todd.hasty@lpl.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:  FL, GA, IL, IN, LA, MO, MI, OH, OR, SC, TX, WI,

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