By Jeremiah Pizana | Exclusive to Corridor News
We have found most don’t know or understand specific words or “Jargon”, so to speak, which is used in the financial industry and that can be intimidating to those who are new to financial planning.
Even if you aren’t ready to invest your own retirement or pension, we believe the more information you have the better off you are, as everyone should be doing some sort of financially planning for the future.
Therefore, we wanted to share a video that our firm created to help explain some of the “Jargon” used in the industry.
If you find it useful, please feel free to share.
Risk Tolerance
Risk Tolerance: Have you been asked what is your risk tolerance and wasn’t sure what to think?
Jeremiah Pizana is a financial planner and President of LibertyCrown Financial, located in San Marcos, Texas, and is an exclusive contributor to San Marcos Corridor News. You can read additional columns from Jeremiah under our Financial Section.
LibertyCrown Financial was founded with the distinct purpose of providing clients with the resources necessary to pursue a life of financial independence and prosperity. LibertyCrown Financial offers their clients a financial planning process, NOT product selling, and is independent from big box companies and is fiduciary obligated.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
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Hi Jeremiah, good explanation there of the mechanics of questionnaires - the better surveys these days have started to use absolute numbers rather than % as we find this (as you explain) easier for clients to understand. This is done by asking some qualifying questions at the start about income, then we can use whole numbers from then on.