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Jones Advisory Group


How much could you lose in the next “market correction?” 

Stress Test Your Portfolio

Now is the time to take action. It is not a matter of if the market will cycle; it’s a question of when.
 
We have seen two major downturns in the past decade, and if you are retired or planning to retire within the next five years, it is essential to know how much risk you have on the table before the market significantly changes your plans.


[+]PROCESS

STEP 1: Provide copies of your most recent statements showing the details of your current investments, including stocks, bonds, mutual funds and variable annuities (you can cover the account numbers as we will not need this information.)

STEP 2: Our financial planning department will research each individual position to identify the standard deviation (or amount of risk) assigned to each holding. From there we can generate a statistical bell curve to tell us the exact dollar amount you have to gain or lose in the next twelve months - within a 99% certainty. This will typically take 7-10 business days.

STEP 3: Schedule a visit with one of our independent local advisors to discuss the report along with more conservative or holistic plan options if appropriate.


[+]COST

There is no cost or obligation to complete this analysis for those who meet the following criteria:

  • Currently retired or within 5-10 years of retirement
  • Open to hearing new ideas and partnering with Jones Advisory Group to execute any strategies presented

As fiduciaries, we believe that all investors have a right to know every detail of what they own. We are licensed to represent both market and principle-protected investments, and think the market can play an important role in a retirement portfolio when used correctly.

To learn more about our team and our investment philosophies, click here.


WHAT DO YOU HAVE TO LOSE?

Don’t wait to find out. For immediate assistance from one of our trusted advisors, call (877) 374-4524 or click here to request your Stress Test today!