{"id":779,"date":"2016-08-23T12:05:52","date_gmt":"2016-08-23T12:05:52","guid":{"rendered":"http:\/\/www.valmarkfg.com\/site\/?post_type=project&p=779"},"modified":"2024-12-13T17:42:41","modified_gmt":"2024-12-13T17:42:41","slug":"achieving-retirement-clarity-arc","status":"publish","type":"project","link":"https:\/\/valmarkfg.com\/site\/project\/achieving-retirement-clarity-arc\/","title":{"rendered":"Achieving Retirement Clarity\u2122 (ARC)"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” _builder_version=”4.16″ background_color=”#002536″ custom_padding=”30px||30px|” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”SECTION – Wealth Management Tools” _builder_version=”4.16″ background_color=”#002536″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” module_alignment=”center” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Wealth Management<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″ background_color=”#ffffff” custom_padding=”0px||0px|” custom_padding_tablet=”0px||0px|” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”1489″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_blue_arrow-triangle-1.png” show_bottom_space=”off” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”ARROW – BLUE” _builder_version=”4.16″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”off” sticky=”on” always_center_on_mobile=”on” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/icon_ARC.png” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” admin_label=”Image” _builder_version=”4.16″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”left” sticky=”off” always_center_on_mobile=”on” global_colors_info=”{}”] [\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ header_font_size=”25px” header_line_height=”2em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

ACHIEVING RETIREMENT CLARITY\u2122 (ARC)<\/h1>\n

The ARC Process\u2122 addresses the planning and preparation needed to accumulate wealth for retirement during an individual\u2019s working years. For many clients, the task of building a retirement plan may seem overwhelming and complex. What\u2019s missing is a clear process for how to build it properly. This is where the ARC Process\u2122 comes in to play.
\n[\/et_pb_text][et_pb_toggle title=”%22Valmark\u2019s genius is in developing powerful tools for their advisors\u2026%22″ open_toggle_text_color=”#022432″ open_toggle_background_color=”rgba(221,221,221,0)” closed_toggle_text_color=”#022432″ closed_toggle_background_color=”rgba(221,221,221,0)” admin_label=”TESTIMONIAL” _builder_version=”4.16″ title_text_color=”#022432″ title_font_size=”15″ title_line_height=”1.3em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”15px|15px|15px|15px” border_width_all=”1px” border_color_all=”#949494″ border_style_all=”solid” use_border_color=”on” border_color=”#949494″ border_style=”solid” saved_tabs=”all” global_colors_info=”{}”]\u201cValmark\u2019s genius is in developing very unique trademarked processes that are powerful tools for their advisors. These are best-in-class offerings of the highest quality.\u201d<\/p>\n

Mark Chandik<\/strong>, CLU, ChFC, AIF
\nPresident
\nFDP Wealth Management
\nValmark Member since\u00a02011
\n[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”Section” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”Row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_filterable_portfolio fullwidth=”off” posts_number=”15″ include_categories=”12,11″ show_categories=”off” show_pagination=”off” zoom_icon_color=”#022535″ hover_overlay_color=”rgba(247,247,247,0.94)” hover_icon=”;||divi||400″ admin_label=”Filterable Portfolio” _builder_version=”4.15.1″ title_font=”Open Sans||||” title_text_color=”#022535″ title_font_size=”20″ title_line_height=”1em” filter_font=”Lato||||” filter_text_color=”#ffffff” filter_font_size=”28″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”90%” module_alignment=”center” title_font_size_tablet=”” title_font_size_phone=”14″ title_font_size_last_edited=”on|phone” filter_font_size_tablet=”” filter_font_size_phone=”20″ filter_font_size_last_edited=”on|phone” custom_css_main_element=”align: center;” custom_css_portfolio_image=”max-width: 200px; ” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_module=”824″ saved_tabs=”all” global_colors_info=”{}”][\/et_pb_filterable_portfolio][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”SECTION: Portfolio (2022-1216)” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}” disabled=”on”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”1210px” make_fullwidth=”off” use_custom_width=”on” width_unit=”on” custom_width_px=”1210px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_filterable_portfolio fullwidth=”off” posts_number=”15″ include_categories=”27,31,30″ show_categories=”off” show_pagination=”off” zoom_icon_color=”#022535″ hover_overlay_color=”rgba(247,247,247,0.94)” hover_icon=”;||divi||400″ _builder_version=”4.17.4″ title_font=”Open Sans||||” title_text_color=”#022535″ title_font_size=”20″ title_line_height=”1em” filter_font=”Lato||||” filter_text_color=”#ffffff” filter_font_size=”28″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”90%” module_alignment=”center” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false” custom_padding_last_edited=”on|desktop” title_font_size_tablet=”” title_font_size_phone=”14″ title_font_size_last_edited=”on|phone” filter_font_size_tablet=”” filter_font_size_phone=”20″ filter_font_size_last_edited=”on|phone” custom_css_portfolio_image=”max-width: 200px; ” use_border_color=”off” saved_tabs=”all” global_colors_info=”{}”][\/et_pb_filterable_portfolio][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”off|off|off” admin_label=”SECTION: Innovations Filterable Gallery (2024-1126)” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”227179″ saved_tabs=”all” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”INNOVATIONS AND ICONS” _builder_version=”4.25.2″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][dsm_filterable_gallery dsm_use_dynamic_images=”on” dsm_include_categories=”35,36,37″ dsm_image_sizes=”gform-image-choice-sm” dsm_column_gap=”100px” dsm_row_gap=”20px” dsm_custom_row_height=”on” dsm_row_height=”350px” dsm_show_all_images_text=”off” dsm_show_caption=”on” dsm_total_number_images=”100″ dsm_overlay_color=”#000000″ dsm_category_inactive_bg_color=”#002536″ dsm_category_active_bg_color=”#002536″ dsm_category_inactive_color=”#EAEAEB” dsm_category_active_color=”#4DBED5″ dsm_category_padding=”25px|25px|25px|25px|false|false” dsm_pagination_inactive_bg_color=”RGBA(255,255,255,0)” dsm_pagination_active_bg_color=”RGBA(255,255,255,0)” dsm_pagination_inactive_color=”RGBA(255,255,255,0)” dsm_pagination_active_color=”RGBA(255,255,255,0)” dsm_card_bg_color=”RGBA(255,255,255,0)” dsm_number_of_columns_tablet=”2″ dsm_number_of_columns_phone=”1″ dsm_number_of_columns_last_edited=”on|tablet” admin_label=”Supreme Filterable Gallery (2024-1213) ” _builder_version=”4.25.2″ _module_preset=”default” header_text_align=”center” header_text_color=”#002536″ header_font_size=”14px” dsm_caption_font=”|700|||||||” dsm_caption_text_align=”center” dsm_caption_text_color=”#002536″ dsm_caption_font_size=”20px” dsm_category_font=”|600|||||||” dsm_category_text_align=”center” dsm_category_font_size=”28px” dsm_pagination_text_align=”center” background_color=”RGBA(255,255,255,0)” width=”85%” max_width=”85%” module_alignment=”center” border_style_all_dsm_image_border=”none” border_style_all_dsm_pagination_border=”none” global_colors_info=”{}”][\/dsm_filterable_gallery][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION – Divider – Portfolio \/ Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”rgba(233,233,233,0)” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_PortfolioFintech_004.jpg” parallax=”on” parallax_method=”off” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” custom_css_main_element=”background-position: -140vw 80px;” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px|” custom_padding=”||0px|” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” disabled_on=”off” admin_label=”Divider – FOR BANNER IMAGES” _builder_version=”4.17.4″ height=”3vh” hide_on_mobile=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION: Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”#dddddd” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.17.4″ _module_preset=”default” header_text_color=”#FFFFFF” global_colors_info=”{}”]<\/p>\n

FinTech<\/h2>\n

[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” locked=”off” global_colors_info=”{}”]<\/p>\n

Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”||||false|false” border_radii=”on|15px|15px|15px|15px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_ValmarkMyCase_2.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Valmark MyCase” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]<\/p>\n

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Morningstar.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Morningstar” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning. [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_AdvicePay.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – AdvicePay” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_eMoney.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – eMoney” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Deliver comprehensive financial planning no matter how complex your client\u2019s situation is using a single portal with a birds-eye view of aggregated account data for each client.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Albridge.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Albridge” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ 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min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Smarsh.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Smarsh” 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_builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_LaserApp.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – LaserApp” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data. [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Section” _builder_version=”3.22″ background_color=”#58585a” custom_padding=”0px|0px|0px|0px” custom_padding_tablet=”0px|0px|0px|0px” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” global_module=”692″ collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”10px|0px|10px|0px” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” disabled_on=”on|on|off” admin_label=”Divider-FOOTER” _builder_version=”4.16″ hide_on_mobile=”on” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION – Footer” _builder_version=”4.19.5″ background_color=”#eaeaeb” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”653″ locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”LOGO – TEMPORARY” _builder_version=”4.16″ custom_padding=”||20px|” global_colors_info=”{}”]<\/p>\n

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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, Akron, Ohio 44333. (800) 765-5201.\u00a0FINRA<\/a><\/span> | SEC<\/a><\/span> | SIPC<\/a><\/span> |MSRB<\/a>\u00a0<\/span> | \u00a0\u00a92026 Valmark Financial Group | All rights reserved.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":"

Wealth Management ACHIEVING RETIREMENT CLARITY\u2122 (ARC) The ARC Process\u2122 addresses the planning and preparation needed to accumulate wealth for retirement during an individual\u2019s working years. For many clients, the task of building a retirement plan may seem overwhelming and complex. What\u2019s missing is a clear process for how to build it properly. This is where the ARC Process\u2122 comes in to play. \u201cValmark\u2019s genius is in developing very unique trademarked processes that are powerful tools for their advisors. These are best-in-class offerings of the highest quality.\u201d Mark Chandik, CLU, ChFC, AIF President FDP Wealth Management Valmark Member since\u00a02011

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