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Portfolio Stress Test

A stress test isn’t just for doctors. At Means Financial Group, we use a financial stress test to examine how your portfolio could withstand various financial stresses.

Enter your info below to request your portfolio stress test!

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What is a portfolio stress test?

Means Financial Group’s Portfolio Stress Test examines how your investment and insurance portfolio might perform in a number of hypothetical market scenarios, including another potential recession, a market crash or deflation.

Testing your financial portfolio can help you get a clearer picture of the potential risks, and loss exposure you may be facing.

What will I receive?

  • An organized inventory of your current insurance and investment assets
  • A review of your investment risks
  • A standard deviation chart
  • Two MorningStar reports, including “Stock Intersection” and “Portfolio Snapshot”
  • Fee discovery that outlines how much you are paying for your investments and insurance products
  • Phases of income
  • A written retirement and income plan that addresses any risks uncovered by the stress test

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About Jerry Means

Jerry D. Means Jr. is the president of Means Financial Group. For over 17 years, Jerry Means and the team at Means Financial has provided financial and insurance services to the residents of Missouri and Illinois. Jerry is a member of the National Association of Insurance and Financial Advisors (NAIFA), an associate member of the National Association for Fixed Annuities (NAFA), and has demonstrated his desire to promote an ethical business environment by being a member of the National Ethics Association and an accredited member of the Better Business Bureau (BBB) with an A+ rating.

Jerry has a Series 65 securities registration and is an Investment Advisor Representative with Brookstone Capital Management LLC, a SEC Registered Investment Advisor. Additionally, he holds life insurance, health, property and casualty Insurance licenses in the states of Missouri and Illinois. He has dedicated his practice to serving the needs of individuals and business owners, focusing on wealth preservation and distribution for retirees and pre-retirees.

Investment Advisory Services provided by Brookstone Capital Management LLC, (BCM) an SEC Registered Investment Advisor. Means Financial Group and BCM are independent of one another.