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    Free Portfolio Stress Test

    What is a Portfolio Stress Test?

    Just as doctors stress test heart patients, we use portfolio stress tests to gauge investment risk in different economic scenarios.

    We start by asking questions like, "What happens if the economy falls back into recession, or the stock market crashes again?

    Our model measures the impact of these scenarios on your investments using history as a guide, giving you a clearer picture of the risks to your portfolio.

    What will I receive?

    What can I expect upon requesting a stress test?

    After completing three short steps, your investments will undergo a full stress test.

    Joe will contact you with the details of your stress test, and to discuss any particular concerns that you may have.

    Joe will walk you through potential risks to your portfolio, and can recommend a plan of action to protect against those risks.

    In addition, you will have a clear understanding of your investment and income needs, the risks you are taking and how your investments are currently performing.

    A small step in the right direction, to make sure you are living the life you want to live.

    Portfolio Stress Test
    Fill out my online form.
    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Evansville location is for the convenience of meeting clients only.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Casey Wealth Consultants are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Casey Wealth Consultants is stated or implied.

    Casey Wealth Consultants is not affiliated with the US government or any governmental agency.

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