Portfolio Stress Test

Your first priority during a crisis is the safety of your family and friends

However, many people are also worried about their personal finances

High Point Financial Design is here to help you gain the clarity you might be missing. During the Coronavirus crisis, we're offering ASID members our 2nd opinion review for FREE

Free for ASID

$495 Value

Are you prepared for some of the below scenarios?

Here's what you'll get:

  • Your Personalized Risk Score

  • A detailed stress test of your current portfolio, which includes:

    • Up to 5 possible stress test scenarios to see how your portfolio will react to real-world situations, such as: Coronavirus, Global Recession, Oil Price Decline, or an ongoing Trade War

    • How your portfolio will perform in a good, baseline, or ugly scenario for each of the 5 targeted situations

    • A comparison of your portfolio non-emotionally to an index

    • A comparison of your portfolio to your Personalized Risk Score to see if it is aligned with your desire to pursue growth and experience risk

  • An "Ask Brad Anything" 15 minute call to review and discuss your key questions

  • An entirely web-based process, allowing you to remain in the comfort of your own home

Don't need a stress test,

but still want to talk over your finances?

 

We're here for you too.

Sign up below for your personalized stress test OR a 15 minute ABA call

Email Brad to get your stress test started today

Sign up for a 15 minute "Ask Brad Anything" call

We'd love to hear from you!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

High Point Financial Design is a DBA for Clinard Financial, LLC. Investment advice offered through GWM Advisors, a registered investment advisor. Securities offered through LPL Financial. Member FINRA/SIPC. Clinard Financial, LLC and GWM Advisors are separate entities from LPL Financial.


The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, GA, MA, NJ, NC, SC, TX, and VA


GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.