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Retirement Stress Test
The first realistic retirement stress test that increases client confidence, not their anxiety.
Income Guardrails
Guide clients through tough times
Real Historical Periods
See some of the worst times in history
Multiple Client Scenarios
Evaluate different strategiesWinner
Retirement Stress Test was named “Best in Show” at the 2023 XYPNLive AdvisorTech Expo.
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"The Retirement Stress Test is such a valuable tool when walking a client/prospect through their retirement income plan. I can show someone that market shocks are a very real possibility in retirement, but here is how we would have helped them navigate past market shocks—that level of awareness and reassurance can provide such peace of mind. Offering a dynamic income plan helps our firm fill a void left by many of the industry-leading tools on the market right now."
Andy Anderson CFP®
Creekmur Wealth AdvisorsThe new Retirement Stress Test tool gives advisors a way to connect retirement income management with memorable and relatable historical events like the Global Financial Crisis, the Dot-Com Bubble, 1970s Stagflation, and the Great Depression. Instead of stopping the stress test after a market shock, this new stress test tells the full story, continuing through the subsequent years and showing how long it took for spending and account balances to recover.
