(800) 644-1150

Your Risk Number

What is Riskalyze?

Riskalyze is cutting-edge technology that identifies your acceptable levels of risk, based on some answers you provide to us. It also allows you to visualize the probability of a successful retirement, and to make necessary adjustments in real-time. Using this tool can help to ensure that your portfolio is set up properly and is in line with your investment goals and expectations.

In this video, we’ll introduce you to Riskalyze and show you how to request your risk number and risk report.

An Introduction to Riskalyze

  • Request Your Risk Questionaire

    Request your Riskalyze questionnaire and report today! It’s easy to get started, simply complete this form (all fields are required) and one of our financial coaches will contact you with more information.

    Please select a valid form

Need help?

We’re here for you.

Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

Contact our tech support team

Reach out to our technical support team if you need help with your Personal Financial Dashboard.

   Contact Support

Connect with a financial advisor

No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group, its investment adviser representatives, affiliates or any other investment professional.
Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. Riskalyze is not affiliated with Lucia Capital Group or any of its subsidiaries.