How Does it Work?
We’ll guide you through a straightforward 3-step process
Know What You Own
Our software will help you understand the composition of your portfolio to help you determine if you are overexposed to a potentially troubling sector, industry or strategy.
Discover Your Personal Risk Score
Let’s face it! Everybody’s different. We’ll use sophisticated analytics to help you discover the proper amount of risk you should be taking given factors that are unique to you!
Stress Test Against Unpredictable Markets
Whether it’s extreme events or common market movements, forces outside of your control constantly test your portfolio’s resilience. We’ll stress test your portfolio to help you prepare for the unexpected.
FREE Written Analysis
Prepare for the unexpected with your FREE stress test report customized for you.
We’ll compare your portfolio to several past events — events that could happen again in the future. You’ll learn how your portfolio might perform under the stress of the following scenarios:
- What if the 2008 financial crisis repeats itself with your current portfolio?
- What happens if the 10-year U.S. Treasury rate rises?
- How would an increase in inflation expectations affect you portfolio?
- What if stock market volatility rises?
- And many more!
In addition, you’ll learn if your personal tolerance for risk matches your portfolio’s risk along with suggestions to help you weather the unexpected.
Complete the questionnaire below to get started.
Order Your Stress Test Here
If you’re ready to take a deeper dive into the investments you own, please complete the following information. We’ll be in contact with next steps.
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About Adam Heapy
Wealth Manager
As a Wealth Manager at Pension Financial Group, Adam leverages his expertise in investment strategy, portfolio analysis, and client service to support individuals and families in achieving their long-term financial goals. He holds the NASAA Series 65 Uniform Investment Adviser Law license, qualifying him to provide investment advice and manage client portfolios as a fiduciary.
Adam’s interest in finance started early—he began managing his own investments as a teenager and interned as an analyst for his university’s investment portfolio. These early experiences cemented his desire to guide others through complex financial decisions and empower them to build secure, successful futures.
In addition to his financial background, Adam brings diverse experience in customer service, construction management, and financial modeling. This well-rounded perspective enhances his ability to connect with clients from all walks of life and deliver tailored, easy-to-understand investment solutions.
beyond the office
Outside of work, Adam is passionate about motocross, snowboarding, and fishing. These hobbies have instilled in him a strong sense of discipline, persistence, and attention to detail—values that translate into his approach to financial planning. His faith plays a central role in his work, driving his commitment to providing ethical, transparent, and client-focused guidance.
Contact Adam
Phone: 562-594-9938 Option #4
Email: Adam@PetroPensions.com
