Unexpected events can disrupt even the best financial plans. Stress-testing your strategy allows you to see how it would hold up under challenging conditions such as high inflation or a significant market correction.
In this short video, Windes Managing Partner Sean McFerson and Windes Wealth Management Senior Wealth Advisor Mark Mitamura explain how stress-testing, combined with early planning for family law, estate tax, and wealth preservation, can provide lasting stability and flexibility for you and your beneficiaries.
If you would like to discuss how to strengthen and safeguard your financial plan, our team is here to help.