Complimentary Retirement Plan Stress Test

Uncover Hidden Risks in Your Portfolio

Many people don’t realize they haven’t invested their money wisely until it’s too late. Your financial future is too important to leave to chance. At Retirement Advocates, we offer a complimentary retirement plan stress test to help you identify potential "portfolio pitfalls" that could jeopardize even the most cautious retirement strategy.

Our stress tests are conducted by Maria G. Fliess, founder of Retirement Advocates, and John Conrath, Managing Principal of Portfolio Medics. Together, they bring decades of experience and expertise to provide you with valuable insights and strategies you may not be aware of, ensuring you're on the path to a comfortable and secure retirement.

Why Get a
Second Opinion?

Peace of Mind

Ensure your investment strategy is secure and protected against market volatility.

Expert Insights

Benefit from personalized strategies that safeguard and grow your retirement savings.

Future Security

Confidently plan for a financially stable and fulfilling retirement.

What Our Complimentary Stress Test Includes

Comprehensive Portfolio Analysis

A detailed review of your current investments to assess your financial health.

Strengths and Weaknesses Assessment

Identify the strong points and potential risks in your retirement strategy.

Retirement Feasibility Check

Evaluate whether your current plan aligns with your retirement goals and timelines.

Longevity Risk Evaluation

Assess the likelihood that your funds will last throughout your retirement.

Customized Financial Plan

Develop a tailored plan that ensures your financial freedom and security for the years ahead.