What's Your Risk Number?
Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
Find out if your investments are in alignment with your risk tolerance:
Who We Are
Peter Hynes CFP® has over 17 years of experience in working with university professionals and their families, offering unique expertise in providing customized investment, financial planning, and wealth management solutions for his clients.
How We Work
We first get to know you and your unique situation. Then we design and implement customized financial strategies that are aligned with your goals and values and that are continually monitored and adjusted as circumstances require.
What We Offer
Comprehensive investment, financial planning, and wealth management solutions for university faculty and staff at UNC, Duke, NC State, and other universities across the country.
Customized Financial Strategies For University Professionals
In an ever-changing financial climate, it can be difficult to navigate through the many university retirement options let alone confidently create a comprehensive financial strategy.
Peter Hynes is a Certified Financial Planner with over 17 years of experience in assisting university faculty and staff with their wealth management by offering comprehensive investment management and financial planning strategies coupled with independent advice and recommendations.Contact Us
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It's important to understand how inflation is reported and how it can affect investments.
A letter of instruction provides additional and more personal information regarding your estate.
How to help determine life insurance needs to provide for your family after you pass away.
Retirees traveling abroad need to know that their health insurance travels with them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.