Risk Tolerance Assessment for EZTracker Subscribers

Thank you for visiting Friedenthal Financial. We have been asked frequently to provide a simple Risk Tolerance Assessment for investors that use EZTracker Newsletters to manage their retirement accounts. The assessment will result in a score that can be mapped to a specific portfolio in the EZTracker401k Newsletter.

Keep in mind that:

  • This assessment provides a score based on a combination of your willingness and ability to take investment risk. Your score will include a suggestion of which EZTracker model portfolio most closely aligns with your responses.
  • A more comprehensive risk tolerance assessment can be provided by Friedenthal Financial (or your advisor) using a more comprehensive tool.
  • No personal information (i.e. Name, Email, Phone Number) will be required to take this assessment. If you would like additional information about the services of Friedenthal Financial, you may request it at the end of the assessment.
  • EZTracker LLC is not affiliated with Friedenthal Financial however, the principals of EZTracker are affiliated with, and may receive compensation from, Friedenthal Financial as Investment Advisor Representatives.

Click the button below to take the Risk Tolerance Assessment.

This questionnaire is the sole property of Friedenthal Financial and may not be copied or redistributed without prior written consent. The Recommendation based solely on the simple Questionnaire, and not a comprehensive Risk Tolerance Assessment. Friedenthal Financial, LLC is an SEC registered investment adviser. The investment adviser may transact business only in such jurisdictions in which it is registered or it may become registered with the appropriate securities regulators, or in which it is excluded or exempted from registration. This Risk Tolerance Questionnaire is for informational purposes only and should only be considered a tool for illustration. There are no warranties, expressed or implied, regarding the correctness, completeness, or accuracy of this questionnaire.