Lea Financial Group, Inc.

CONNECT

Address:

2619 Coon Rapids Blvd., Ste. #107
Coon Rapids, MN 55433-3663

Phone:

763-755-2003

Fax/Other:

763-755-7905

Asset Allocator Worksheet

 

To construct a diversified portfolio, you should invest in different asset classes - such as large-company stocks, small-company stocks, corporate bonds, Treasury bonds, and foreign and domestic securities. Asset allocation helps reduce the risk of volatility associated with any one particular investment by apportioning your investments across several different categories of investments.

The following profile and questionnaire are tools designed to help you determine your investment time horizon and risk tolerance.

 

https://www.oppenheimerfunds.com/commonJhtml/aaw.jhtml

 

This link is provided as a service to you, and will take you to a third party site not affiliated with American Portfolios Financial Services. American Portfolios Financial Services is not responsible for the content of that site and any information or material contained therein.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck