Is There More You Can Do to Take Your Financial Plan to the Next Level?

In this edition of The Activator, we’d like to share three short educational videos with you. We encourage you to take a few minutes to watch each of these and in the process to reflect on one very important question:

Might there be more I could do to take my plan and my future to the next level? 

Our experience in working with thoughtful, seasoned, successful families like all of you, is that there is almost always more that is possible and within reach. Planning is a dynamic process. The best plans are continually refined and evolved over time. It’s all about finding the right approach, the one that best fits within the context of your personal “big picture’. If you’re not sure if there’s more you could be doing to take your plan to the next level, isn’t it better to be safe than sorry?

Perhaps the best way to find out is to ask someone you judge as competent and of high character, and with whom you feel a strong chemistry, to take a fresh look with you. It could be well worth the effort! If you, or any folks that you know and care about aren’t sure who might be able to help with this, we’d hope that you know how to find us! We’d be privileged to answer questions, provide a first or second opinion, or otherwise help in any way to answer this important question we all should be asking ourselves regularly.

The first video helps to explain the various philosophies of wealth management. No matter your age, your objectives, or the various risks and opportunities you have uniquely before you, your approach to investing and the process you use in managing them can make all the difference in the world. The long-term results for you, your family, and all you care about most, can be dramatically impacted for good or for bad, by how you choose to manage your money. It’s the fuel in your financial engine. Take a look:

Watch the Wealth Management Video Here

The second video outlines one of the subprocesses we use as part of our comprehensive financial and estate planning process – The LifePrint™ Planning Process. It’s called The ARC™ Process (Achieving Retirement Clarity). If you are still in your working, earning, and accumulating phase of life, we strongly encourage you to get a complete, clear, and confident vision, as soon as you can, about where you are heading and how you are preparing for the next phase of your journey. Careful planning helps support your future, when you will be using what you accumulate now, at least in part, to support your needs and lifestyle in retirement. A fresh, more detailed look could be a huge boost to your plan. Check it out:

Watch the ARC Process Video Here

The last video gives an overview of another of our proprietary subprocesses, The RISK™ Process (Retirement Income Survival Kit). So many individuals in today’s marketplace are talking about their fear of running out of money. This is a big issue for sure and an essential component that we assist virtually all of our clients with, often as a foundational component of their planning. But planning for this concern extends well beyond just making sure you “don’t run out of money.” We cannot emphasize enough how valuable and life-changing it can be to put a rock solid foundation in place to provide for your future income needs. Why? Because when you’ve done that, you are able to much more confidently and peaceably feel financially independent, which then empowers you to think more seriously and plan more intentionally for your legacy.

This is where planning can get really fun and impactful, because at the end of the day, it’s about so much more than just money! Right? It’s about creating alignment between your heartstrings and your purse strings! It’s about creating a lifetime of experiences, memories, and impact for the people and causes you care about most. Only with a solid foundation of retirement income and financial independence, will you be able to pursue more freely and more boldly this kind of an exciting future, and perhaps leave a more positive and personal imprint on your family, your community, and beyond with both your life and your money.

Watch the RISK Process Video Here

In our next edition of The Activator, we’ll be sharing two compelling legacy strategies with you. You won’t want to miss it! We think many of you may be interested in learning more about these tools, and evaluating whether one or both may be a strategic fit for you, or for people you know.

Please don’t be shy about forwarding this e-mail to anyone you know who might enjoy and/or benefit either from this message specifically or others we share regularly through this biweekly publication.

It is our passion to empower people to live more and give more by creating financial freedom through three-dimensional financial and estate planning, and we appreciate your help in spreading the word to all who might benefit. Thanks!


The material contained herein is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as insurance professionals and investment advisors.

Neither Wealth Impact Partners, Valmark Securities nor its affiliates and/or its employees/agents/registered representatives offer legal or tax advice. Please seek independent advice, specific to your situation, from a qualified legal/tax professional.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. BSW Inner Circle and AES Nation LLC are separate entities from Valmark Securities and Valmark Advisors.

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