Climbing to the summit of a large mountain is one of life’s greatest achievements for experienced climbers. They know the key to achieving their goal is planning and preparation. 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.
For many people, the task of retirement planning may seem overwhelming and complex. This led us to create, in collaboration with Valmark Financial Group, an easy-to-understand approach for “Achieving Retirement Clarity” called The ARC Process™. It involves performing a detailed cash flow analysis, which is then used to create a custom plan for achieving your retirement accumulation 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.
In climbing, focused planning means crafting a well thought-out route which takes into consideration the unique landscapes and challenges of the mountain. In retirement planning, it means building a plan that takes into consideration our personal goals and objectives. It may include strategies built around retirement savings, education savings, income protection, creditor protection, investment management, tax planning and more.