Taylor Lee, CFP®
Know Your Risk Tolerance!
We use a software called Riskalyze. This is a sophisticated software platform that helps us understand your personal risk tolerance and preferences when it comes to investing. It goes beyond simple risk questionnaires and provides a more comprehensive analysis of your individual comfort level with market fluctuations and potential investment outcomes.
Ever wondered about your potential monthly Social Security income? Wonder no more!
Discover your estimated monthly Social Security income by simply clicking the link to use the calculator.
Bond Funds vs Individual bonds
Both individual bonds and bond funds are typically used to add safety, income, and stability to portfolios.
Chances are though, whether you know it or not, your ownership of bonds comes through bond funds, not individual bonds. This is because bond funds have become the preferred way to access bonds by retirement plans, individual investors, and many financial advisors.
Want to Learn More?
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
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Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.