PROTECT & MAXIMIZE THE IMPACT OF YOUR WEALTH.
You are still saving for retirement (climbing up the mountain). This process helps manage your cash flow to create a personalized wealth accumulation plan. The plan takes into consideration your savings goals while also incorporating strategies for managing the key financial risks you face during savings for retirement.
You are ready to begin taking income in retirement (coming back down the mountain). This process creates a blueprint outlining how various income streams work together to meet your goals. The blueprint serves as a comprehensive income distribution plan built to address the key income risks you may face throughout retirement.
Achieving Retirement Clarity “ARC”
Watch our video to learn how you can achieve clarity and peace of mind while building your retirement fund.
Reaching the Retirement Summit with the ARC Process™
Like mountain climbing, retirement planning begins with the goal of reaching the summit. The key to achieving that goal is planning and preparation.
Planning for Success
In climbing, focused planning means crafting a well thought-out route that takes into consideration the unique landscapes and challenges of the mountain.
In retirement planning, it means building a plan that takes into consideration our goals and may include strategies built around retirement savings, education savings, income protection, creditor protection, investment management, tax planning and more.
Achieving Retirement Clarity
For many people, the task of retirement planning may seem overwhelming and complex. What’s missing is a clear process for HOW to build it properly.
Our proprietary ARC Process™ involves performing a detailed cash flow analysis, which is then used to create a custom plan for achieving your retirement savings goals. The process also incorporates the necessary risk management tools designed to protect you from unexpected events that could obstruct your path and hinder you from successfully reaching your retirement summit.
Retirement Income Survival Kit “RISK”
Watch our video to learn how the RISK Process™ can help you safely navigate the income risks and opportunities in retirement.
Reaching the Summit and Returning Safely with the RISK Process™
While climbing to the top of a mountain is considered to be a major achievement, the real goal of climbing is not simply to reach the top, but to reach the top and return safely.
The same can be said for retirement income planning. For years, people have focused on accumulating enough assets. However, the biggest risks facing retirees occur during the income distribution phase when we retire and begin to live on our retirement savings.
As we begin this second half of our journey, we are faced with unique and potentially devastating risks such as a volatile market, inflation, liquidity, longevity, health and survivor risks. Just like climbing a mountain, those who address these risks will be more likely to safely and successfully complete the journey.
Our proprietary Retirement Income Survivor Kit or RISK Process™ is designed to help clients plan their income in retirement while simultaneously addressing the key risks associated with income distribution. We look forward to walking you through the process.