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
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
When markets shift, experienced investors stick to their strategy.
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?