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 UsHelpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
U.S. Personal Savings Rate
What can be learned from the savings rate?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.