Risk Tolerance
We customize a plan specifically tailored to your risk tolerance, investment objectives, and time horizon.
At Dallo Financial we use comprehensive software that allows us to more accurately determine your risk tolerance. Based on your risk tolerance, we are able to allocate your funds based on these results to pursue your particular objectives. This is very important because mischaracterizing yourself into the wrong category can have severe consequences. For example, if you are mischaracterized as conservative when you are actually aggressive you could hinder growth on your investment. On the flip side, mischaracterizing yourself as aggressive instead of conservative could open you up to more risk than you would like. At Dallo Financial we do our best to most accurately determine your risk tolerance level.
Insurance
Income
Education
Debt and final expenses
Add up your debts, other than your mortgage, plus an estimate of your funeral expenses.
Mortgage
If you would like a quote, please contact us today. Dallo Financial will get back with you to discuss your quote. If you need more assistance in determining your life insurance needs, we are here to help.
Joe Dallo, AIF®, J.D., E.E. - Financial Engineer
Contact Us Today for Your Free Consultation!
Joe Dallo is a financial engineer at Dallo Financial. Mr. Dallo’s legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial engineer, he is held to a fiduciary standard, meaning that he acts in your best interests.
Education and Licenses:
- Accredited Investment Fiduciary® (AIF®)
- J.D., Juris Doctor, Thomas M. Cooley Law School
- Series 7 Registered with LPL Financial
- Series 66 Registered with LPL Financial
- B.S., Bachelor of Science in Electrical Engineering, Lawrence Technological University
- Life and Health Resident Producer – State of Michigan
Contact Us!
Address
Dallo Financial / Financial Focus
31731 Northwestern Hwy,
Ste 261W
Farmington Hills, MI 48334
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Location
Dallo Financial / Financial Focus
Check the background of this investment professional on FINRA's Broker Check
Riskalyze disclaimer - IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Florida, Illinois, Indiana, Michigan, Ohio, Texas, and Virginia.