The ARC Process™: Achieving Retirement Clarity
The ARC Process is a goals-based planning process designed to aid individuals through the asset accumulation phase of their lives. The analysis includes emergency, retirement savings & education, as well as survivorship needs. A proper accumulation plan should cover three important checkpoints to meet its objective.The ARC Process™ incorporates all these steps into one comprehensive plan.
1. Cash Flow Management
Directs how resources are earned, spent, and saved. It is the cornerstone of all accumulation plans.
2. Wealth Accumulation
Assesses your current financial position and identifies the most efficient path for reaching your ultimate objective.
3. Income Protection
Helps safeguard your path from obstacles that can prevent your financial goals from becoming reality.
ARC Strategies
Cash Flow Management
Debt Payoff
Large Future Purchases
Education Funding
Detailed Budget Modeling
Cash Reserves Analysis
Retirement Planning
Diversification 2.0 Planning
Retirement Gap Analysis
Annual Savings Recommendations
Social Security Optimization
Pension Election Analysis
Bucketing Investment Strategy
What If Events
Salary Increases or Bonuses
Business Buyouts
Upgrading Homes
Part-Time Work
Assumed Inheritance
Bucketed Income Planning
Survivorship Planning
Disability Planning
Effects of a Long Term Care Event