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VIDEOS

How To Know If Your
Financial Plans Will Work

Have you ever thought you are not 100 percent sure you’re if the financial strategies you have in place will deliver as you expected?
- Learn the process known as "Stress-Testing" used by some of the most successful entrepreneurs and wealthy families
- Learn how you can implement this process at every level of wealth, it doesn't matter if you are a billionaire or just starting out
- Learn step by step if your plans are aligned with your goals, if the underlying assumptions used are accurate and if everything is cost effective
-The stress test process will play out two ways
1. Everything was designed correctly, and you are in good shape!
2. Things or off and either need some minor tweaks and notifications or its system failure and you’re a restructuring is necessary.

Investment consulting services provided by Gold Family Wealth, LLC, a state-registered investment advisor. Investment management services provided by People’s United Advisors, Inc. doing business as Gerstein Fisher. Securities provided through People’s Securities, Inc. member FINRA/SIPC. Gold Family Wealth, LLC is not affiliated with either of the aforementioned entities. Representatives may not be registered to provide securities or advisory services in all states. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.