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Are You Subjecting Your Portfolio to Too Much Risk?
Or Perhaps, Not Enough?

Learn the level of risk that makes you feel comfortable AND can help you make appropriate investment choices.

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Get Your Risk Score

(5-minute quiz)

Get My Risk Score


By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Knowing Your Risk Score Helps You …

Determine investments appropriate for your portfolio

Make suitable choices at any age

Communicate your desires to a financial professional

Get My Risk Score

Define your tolerance for risk. Doing so can help you feel more comfortable about your portfolio.

Get My Risk Score

1860 SE Princeton Dr.
Grimes, IA 50111
515-278-4110 | info@MerklePlan.com

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC.

This guide is provided for informational purposes only, it is not designed as advice for an individual's personal situation. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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