Case Study: TJ Beeman Advisory Group bridges the risk gap with Riskalyze

TJ Beeman Advisory Group - Customer Case Study

TJ Beeman Advisory Group, led by investment advisor representative Tim Beeman, helps clients with retirement planning and asset protection while putting risk tolerance at the center of financial decisions. Their challenge was that clients and prospects often misunderstood how much risk they were really taking, which could lead to anxiety, poor alignment between portfolios and true tolerance, and compliance concerns. To address this, the firm turned to Riskalyze and its Risk Number® risk assessment platform.

With Riskalyze, Tim Beeman quickly compared a couple’s actual risk tolerance to their investments and discovered they had been invested as an 82 when their true Risk Number was 27. Using that insight, he reallocated assets into annuities and bonds, easing their concerns and improving their retirement outlook. Riskalyze also helped the firm with objective client conversations, portfolio analysis, and compliance, and the couple later transferred most of their higher-risk assets to TJ Beeman Advisory Group.

TJ Beeman Advisory Group

Tim Beeman

Founder