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hpfinancialdesign.com • 4035 Premier Drive, Suite #201, High Point, NC 27265 • (336) 781-4525 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. Your first priority during a crisis is the safety of your family and friends However, many people are also worried about their personal finances People have a natural craving for certainty. The truth is, the only certainty is uncertainty. Portfolio stress testing is one tool that can help you gain more clarity. This can allow you to make more informed choices in stressful times and stay focused on controlling the things you can control. The economic market has been painful, and it could get much worse, or it could rally with a strong recovery. Do you know what you own in your investment portfolio and how it could be impacted by different real-life scenarios? High Point Financial Design is here to help you gain the clarity you might be missing. During the Coronavirus crisis, we’re offering BHP Chamber members our 2nd opinion review for half price: $247 for BHP Chamber members $495 value

$247 for BHP Chamber members · 2020. 3. 27. · personal finances People have a natural craving for certainty. The truth is, the only certainty is uncertainty. Portfolio stress testing

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Page 1: $247 for BHP Chamber members · 2020. 3. 27. · personal finances People have a natural craving for certainty. The truth is, the only certainty is uncertainty. Portfolio stress testing

hpfinancialdesign.com • 4035 Premier Drive, Suite #201, High Point, NC 27265 • (336) 781-4525High 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.

Your first priority during a crisis is the safety of your

family and friends

However, many people are also worried about their

personal finances

People have a natural craving for certainty. The truth is, the only certainty is uncertainty. Portfolio stress testing is one tool that can help you gain more clarity. This can allow you to make more informed choices in stressful times and stay focused on controlling the things you can control.

The economic market has been painful, and it could get much worse, or it could rally with a strong recovery. Do you know what you own in your investment portfolio and how it could be impacted by different real-life scenarios?

High Point Financial Design is here to help you gain the clarity you might be missing. During the Coronavirus crisis, we’re offering BHP Chamber members our 2nd opinion review for half price:

$247 for BHP Chamber members $495 value

Page 2: $247 for BHP Chamber members · 2020. 3. 27. · personal finances People have a natural craving for certainty. The truth is, the only certainty is uncertainty. Portfolio stress testing

hpfinancialdesign.com • 4035 Premier Drive, Suite #201, High Point, NC 27265 • (336) 781-4525High 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.

Here’s what you’ll get:• Your Personalized Risk Score• A detailed stress test off 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 you 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.

Are you prepared for some of the below scenarios?

Reach out to us today to take advantage of this limited time offer!

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

Sign up for a 15 minute “Ask Brad Anything” call

Email Brad to get your Stress Test started today