Investment Guidance

How should I be invested?

Access a tool that generates a graphical report of what a suitable investment mix would look like based on your individual risk tolerance.

1. Answer a few questions
2. Obtain the report
3. Review it with your Financial Professional
4. Apply the recommendations

Complete the Risk Tolerance Questionnaire at www.MyRiskTolerance.net 

About Joshua E. Hernandez

Mr. Hernandez is a licensed financial professional and Investment Advisor Representative with Transamerica Financial Advisors, Inc; one of the most recognized financial firms in the United States.

His office is located in Calfornia,  where he leads a team of professionals who support clients throughout the country.

Holds the designation of CFEd - Certified Financial Educator,  has 15+ years of experience supporting families and business owners with solutions to help them pursue mid-term and long-term financial goals, often working in collaboration with his clients’ CPA and Estate Planning Attorney.  

In his spare time, Mr. Hernandez provides Free Financial Literacy Classes and mentors high school students in the areas of Self Confidence, Mindset and Public Speaking.

Calculators & Projections

What tools should I use?

• Determine what your retirement account could look like at the rate you are investing
• Find out how much you should be investing to reach your Retirement income Goal
• Get an estimation of your Social Security Income
• Determine how much Life Insurance you should have
• Ideas on how to save for a car or a home?
  
• Debt Elimination Calculators
• A comprehensive review of your current Financial Strategy

Get Customized, Financial Coaching

Speak with a professional

Mr. Hernandez leads a team of licensed advisors that support clients thoughout the country with answers to a variety of questions within and outside of a 401(k) plan.

 Employees have access to a licensed financial professional to discuss your 401(k), or anything else that may be on your mind related to mid-term and long-term financial goals.

Consultations with a licensed professional is a complimentary service available to employees of IQC.

Schedule a call here:
www.401kCall.com 

Like to read?

Request a complimentary copy of one of my favorite Financial Literacy Books