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The ARC Process™ – Achieving Retirement Clarity

If you are in your 50s and planning for a retirement that is 10-15 years away, you have a unique set of objectives to accomplish. With these goals in mind, we use the ARC Process™ to perform a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals.

The process then incorporates into your plan the necessary risk management tools designed to protect you from unexpected events in life that might obstruct your path and hinder you from successfully reaching retirement’s peak.

The ARC Process™ incorporates three important checkpoints into one comprehensive plan:

1. cashflow 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.


This pre-retirement approach helps prepare you for the move from accumulating retirement assets to planning for distribution. It gives you the confidence that you can achieve your retirement goals as you transition through the various risks that every retiree faces.

 

The ARC Process

TOOLS FOR RETIREMENT:

R.I.S.K.

ARC

FOCUSED PLANNING

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TOOLS FOR ASSET MANAGEMENT:

Life Assurance 360

TOPS

THE TOLI EXPERT SYSTEM

THE CARES PROCESS

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Understanding the ARC Process


To get started

To get started, download the ARC Blueprint questionnaire below and contact our office to schedule a no-cost, no-obligation consultation with Bob Clower to review your information. • EMAIL • 508-477-2775

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ARCARC brochure

Download a pdf copy of the ARC brochure to learn more about this program.

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ARC questionnaireARC Questionnaire

Download the ARC questionnaire to help you get started

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Clower blueprintARC Sample Blueprint

Download a pdf copy of a sample blueprint for the ARC process

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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts