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Saratoga Financial Services

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762

Saratoga Financial Services

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Our office is open Monday - Friday 8:30am-5pm. We continue to be available for scheduled in person meetings as well as via Zoom, over the phone, and by email. We are adhering to social distancing guidelines. Masks are required in our building and office. Please call us with any questions. We are here for you!

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- Lady Bird Johnson

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  3. How Does Riskalyze Work?

How Does Riskalyze Work?

Knowing your risk comfort level can make all the difference in your planning.  Imagine the shock if you think you’re a conservative investor, but your portfolio is actually invested more aggressively than you thought! At Saratoga Financial Services, we offer a cutting edge technology that pinpoints your acceptable level of risk with unparalleled accuracy called Riskalyze.  With Riskalyze, we can ensure that the risk in your portfolio aligns with your investment goals and expectations.


Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.


Analyze Your Portfolio

After pinpointing your Risk Number, we’ll analyze your current portfolio and see how it aligns with your Risk Number.  This will easily allow you to see if you are taking too much or too little risk for your tested comfort level.


Recommend Realignment

Before we’re finished, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.   Are you ready to find out your Risk Number? Click to start the 5-minute questionnaire.

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18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered.

We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia and Washington.

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