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Planning for your financial future begins here!

The Risk Number® is an objective, quantitative measurement of an investor's true risk tolerance and the risk in a portfolio. It's calculated on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.


Tens of thousands of advisors have found it to be a far more efficient way to discuss risk and communicate the potential downside a client is comfortable with over a six-month period. Thanks to the Risk Number, subjective stereotypes like "moderately aggressive" are a thing of the past. With Riskalyze's visually engaging platform advisors are able to align their clients' risk tolerance with their portfolios, build proposals, level-set client expectations, and so much more. See how the Risk Number can transform your practice today.​ click here!

The Secret To Lifetime Financial Security
Chris Morris, author of the Best Selling book The Secret to Lifetime Financial Security, shows you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve.
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What financial risks might you encounter on your road to retirement?

At CMA Wizards, we have spent several years helping retirees and pre‐retirees navigate the twists and turns of their retirement journey. Through experience, we’ve learned that most retirees will face a few, if not all, of these seven significant financial roadblocks in retirement.

Learn more about one of these roadblocks, which we also call financial risks, in the video below.

Get your complimentary copy of our Retirement Roadblocks Guide.

Click Here
Bill and Jill in car by directional street signs for each risk

Timing is Everything.

Sequence of Returns Risk:
Watch & see how a few years could cost you over a million dollars.

This is just one of the 7 financial risks you may face in retirement.

The good news is that the sooner you are aware of these potential risks,
the sooner we can help implement strategies to help avoid them.

Call us today to get started! 770-493-7578

Get a complimentary copy of Retirement Roadblocks: A 20‐page guide to overcoming the 7 financial risks in retirement.

Retirement Roadblocks consumer brochure mockup
Copyright © 2016 CMA Wizards, Inc. All Rights Reserved.

Investment Advisor Representative with CMA Financial Services, LLC. Non-Securities products and services are not offered through CMA Financial Services, LLC. CMA Financial Services, LLC does not provide legal, tax, ERISA nor accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of CMA Financial Services, LLC.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in states where Chris Morris is currently registered. Chris Morris is currently securities licensed in the following states: GA, AL, AR, SC, TN, CA, MN & OR.

For California Residents:
"A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator."

CA Insurance License No. 0E72027 | AR License No. 3776807

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