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TOPS – The Optimized Portfolio System

The Optimized Portfolio System

Clower Wealth Management offers clients access to The Optimized Portfolio System (TOPS), an investment vehicle that provides professionally managed investment solutions through Exchange Traded Funds (EFT). The benefits of EFTs include low cost, tax efficiency, liquidity, risk management, and transparency.

We also offer a full range of financial services tailored to help you prepare for and enjoy your retirement years. Among these financial instruments are variable annuities that guarantee a withdrawal rate that is fixed for your lifetime.

 

 

TOPS

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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To get started

To get started, feel free to download the brochure about our TOPS program below and then contact our office to schedule a no-cost, no-obligation consultation with Bob Clower • EMAIL • 508-477-2775

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TOPSTOPS brochure

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

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