MFG Risk Planning


MFG Risk Planning - Pinpoint Risk Objectively

MFG's risk planning is built around the Nitrogen risk assessment process to quantify a client’s risk tolerance in less than 5 minutes. The beauty of this process lies within its adaptive, dynamic format. Using real dollar amounts, each question builds off the last to make a truly interactive client experience. Gone are the days of confusing, irrelevant exercises full of subjective semantics. 

Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world.

How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number®, by going through a series of objective exercises based on actual dollar amounts.

How much risk do you need?

We can chart a path to retirement using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in real-time.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number®, aligns with your current amount of Risk.

How much risk should you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future.

Traditional Risk Planning (Bucket Approach) 

Traditional Risk Planning (Bucket Approach) 

The old way of assessing risk, stereotyping investors with subjective semantics.  The words “moderately conservative investing” may mean something different to you than it does to me, and a person’s age doesn’t always determine those factors anyway. 


Don't sabotage your investments. Learn more about MFG risk planning (below). 

MFG Risk Planning 

MFG Risk Planning 

MFG risk planning utilizes something called the “Risk Number®,” through Nitrogen. It’s a quantitative way to pinpoint how much risk you want, how much risk you currently have in your portfolio, and how much risk you need to take to reach your goals.”

“It’s a number from 1 to 99 (1 is like having cash under your mattress, 99 is like having all of your retirement investments in an aggressive stock).”

Riskalyze Client-Facing Video from Nitrogen on Vimeo.

*Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

**IMPORTANT: The projections or other information generated by these financial planning tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future
results. Results of this tool may vary with each use and over time. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze and WealthVision are not affiliated with LPL Financial.

However, no amount of financial planning software can substitute the value of the many conversations and face to face meetings we conduct with our clients.

At McCabe Financial Group, we are motivated to educate our clients about financial services so that we can guide the best decisions for their futures. Careful planning leads to financial independence and client confidence in their own goals and objectives. Our team will plan for your long game and be there every step of the way.

We believe in real interaction and are quick to answer the phone, or schedule face-to-face meetings. We want to know you so we can know how best to serve your future ambitions and honor the hard work that brought you to this point.