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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
When to start? Should I continue to work? How can I maximize my benefit?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
To choose a plan, it’s important to ask yourself four key questions.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how to set up your financial goals for success? This knight does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.