Please enter the requested information below. Once you have submitted all of the requested information, please complete the Risk Questionnaire available on this website and the Enrollment Form provided to you by your employer.
Upon completion, you will receive an email from one of FPL Capital Management's representatives.
Our Risk-Tolerance Questionnaire offers cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Together we can take the guesswork your of your financial future.
HOW IT WORKS:
The first step is to 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.
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.