Riskalyze Assessment

Riskalyze is a tool that helps analyze an investor’s risk tolerance and quantify suitability of investments in a portfolio. Answer the questions in the risk assessment and it will determine your risk number which assists in keeping your investment portfolio in line with your individual risk tolerance.

Budget Spreadsheet

 
Often times people overlook unnecessary expenditures they are making, and do not set aside enough of a cushion for the unforeseeable events and emergencies that life can send their way. One of the simplest needs for financial independence is a reasonable budget. Download this simple budget spreadsheet to help start planning for the future.

Client Relationship Summaries

 
As part of our continued efforts to maintain a healthy best interests standard for our clients, feel free to review the Golden State Wealth Management Client Relationship Summary. Golden State Wealth Management is the Registered Investment Advisor for Ogden Wealth Management and Planning Services.

 

 
As part of our continued efforts to maintain a healthy best interests standard for our clients, feel free to review the LPL Financial Client Relationship Summary. LPL financial is the Broker-Dealer for Ogden Wealth Management and Planning Services.