The ARC Process™
ACHIEVING RETIREMENT CLARITY
Like mountain climbing, retirement planning begins with the goal of reaching the summit. It means having a well-thought-out, well-funded retirement plan strategy. But just as with climbing, unless we adequately plan and prepare, we may be unlikely to achieve our goals. The ARC Process™ is designed to address the planning and preparation needed to help you accumulate wealth for retirement during your working years. The process starts by determining your goals and objectives for retirement and then performing a detailed analysis of your cash flow to determine whether or not your current plan puts you on track to reach your goals. If your current plan is off track, we reposition assets and focus on diversifying them between tax deferred, taxable, and tax favored vehicles to craft the most efficient plan to reach the summit of the retirement mountain. Once a plan is in place, we protect it against unexpected life events that may obstruct the path to achieving retirement clarity.