Let's see if jazzWealth is a good fit for you.
let's roll
 
Let's not be strangers. What's your first name? *

 
Hey {{answer_68419725}}. Nice to meet you! What are you investing for? *





 
OK, perfect. About how long will you be investing for? *


 
Oh how exciting! How long until you need the money for education? *

Or maybe this is for your kids. That's cool too!

 
Oh that's great! About how long until you retire? *


 
And how aggressive would you like to be with your investments? *

1 = Very Conservative, 4 = Very Aggressive




 
Awesome {{answer_68419725}}. It looks like our low volatility portfolio is best for you.

We will use mostly ETF's to limit your risk. You will have the potential for some growth, but we'll focus more on making sure you don't lose a substantial chunk of your nest-egg.
 
OK, great {{answer_68419725}}. It looks like our conservative portfolio is best for you.

We'll use a mix of ETF's balanced in a way that still has potential for some growth, but in a cautious approach.
 
Sounds good {{answer_68419725}}! We can certainly help you with our moderate growth portfolio.

This portfolio uses mostly ETF's to track in line with the S&P 500.
 
I like your style {{answer_68419725}}. We have just the aggressive portfolio for you.

Our long term, aggressive portfolio is built to try and outpace the markets performance. You will see more fluctuations in your account, but in the long run will be best positioned for growth.
Looks like we can really help you. We'll take it a step further though and provide all the financial advice you can handle.

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