Retirement Planning
Accumulating Wealth for Retirement (ARC)
Reaching the Retirement Summit with the ARC Process™
Climbing to the summit of a large mountain is one of life’s greatest achievements for experienced climbers. They know that 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.
Planning for Success
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.
Achieving Retirement Clarity
For many people, the task of retirement planning may seem overwhelming and complex. This led us to create 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.
Managing Wealth in Retirement (RISK)
While climbing to the top of a mountain is considered to be a major achievement, the real goal of climbing is not simply to reach the top, but to reach the top and return safely. The same can be said for retirement income planning. For years, people have focused on accumulating enough assets. However, the biggest risks facing retirees occur during the income distribution phase when we retire and begin to live on our retirement savings.
As we begin this second half of our journey, we are faced with unique and potentially devastating risks such as a volatile market, inflation, liquidity, longevity, health and survivor risks. Just like climbing a mountain, those who address these risks will be more likely to safely and successfully complete the journey.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.