• We’ll use your Risk Number to analyze and monitor every single security in your portfolio

• We then run a cross-correlation analysis under the hood and roll it up for your family’s portfolio

• This ensures the highest possible level of transparency

• You get sophisticated analytics to help you manage the risk — and opportunity — of everyday life.

Let’s Talk About Your Risk Number

Rather than getting caught up in the ocean of information available online and elsewhere, it’s important to focus on reliable sources of data that have stood the test of time – delivered to you in a format you can easily understand.

Let’s Put Your Risk Number at the center of your plan

• We’ll use your Risk Number to analyze and monitor every single security in your portfolio

• We’ll run a cross-correlation analysis under the hood of your entire portfolio

• We’ll give you the highest possible level of transparency into your investments

• We’ll deliver sophisticated analytics to help you manage the risk — and opportunity — of everyday life.

How to Build a Better Retirement

Jim Munchbach is dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

• Save More Money

• Invest More Carefully

• Pay Less Taxes