Can Your Financial Plan Survive a Market Crash

What happens when things don't go according to plan?

In this video, Lance Miller, CFP®, shows how Compass Wealth uses stress testing to help clients prepare for life's "what ifs," including market volatility, long-term care, and rising taxes.

By proactively testing your plan under hundreds of real-world scenarios, we help clients retire with confidence, even when the unexpected happens.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of October 29, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.