Educational Portal
The C2 experience is built on deep client education to help clients retire with less fear and more confidence. To support your move into the upgraded plan and full family-office services, the C2 and ASG teams created this portal. These videos offer in-depth explanations of how your new plan works and how your combined team will support you throughout the transition.
Welcome Video
Introduction to the C2 Planning Framework
Hear Curt and Kirk introduce the partnership, share how it came together, and explain why this decision was made. They will walk through what the transition to C2’s planning model means for ASG clients, highlighting the enhanced planning capabilities, additional resources, and potential long-term benefits you can expect as part of the C2 family office experience.
Introduction from Curt & Kirk
Enhanced Retirement Plan Walkthrough
What Your Upgraded C2 Plan Will Do
This video walks you through C2's enhanced financial planning process and shows how the plan—not advisor opinion, not market swings, not fear—drives every decision. You’ll see how a coordinated team executes each action at the exact moment the plan prescribes, and how integrated investment, tax, and estate planning can reduce taxes and increase income in retirement. Your ASG advisors, supported by C2 specialists, will use this model to strengthen your long-term financial outlook.
Retirement Plan Walkthrough
C2's Investment & Risk Mitigation Philosophy
The "Buckets within Buckets" Approach
This video explains how a comprehensive plan that integrates tax strategy, estate planning, and distribution planning (like the one available to you at C2) can create new opportunities in investment management. While C2 and ASG use similar investment portfolios and share the same investment platform, AssetMark, this integrated approach will change how your assets are allocated to help manage risk more deliberately, reduce avoidable taxes, and maximize your income and/or legacy.
C2's Investment & Risk Mitigation Philosophy
The Psychology that Drives Our Planning Process
Optimizing Retirement Outcomes
Kirk and Dr. Paul Metler, a C2 advisor, discuss the psychology of aging and retirement. At C2, we believe a financial plan is only the beginning of truly supporting clients through retirement. Our client educational videos are designed to provide transparency and understanding around the plan, helping reduce fear and anxiety and increase the feeling of freedom to spend in pursuit of what matters most to them.
Psychology of Retirement
Client Testimonial
Hear Directly from a C2 Client
A longtime client shares their experience working with C2 Private Wealth, reflecting on how integrated planning, transparency, and ongoing education have helped them feel more confident and secure in retirement.
The client was not compensated for this testimonial. The testimonial reflects the client’s personal experience with C2 Private Wealth. It may not be representative of the experience of our other clients, and it is not a guarantee of future performance, success, or similar experience.
Client Testimonial
The Math Behind the Method
Pull Back the Curtain on How and Why Every Decision in Your Plan is Made
Understanding your plan is one of the most powerful things you can do for your retirement. Kirk and Michael break down the core concept behind every decision: how income is structured, taxes are minimized, the math drives every strategy, and your plan is built to adapt through life changes and market volatility. A must-watch to truly grasp your plan and feel confident in your financial future.
The Plan Drives Everything
The Four Levers of Your Retirement Plan
Know What You Control and How to Use It
The best way to build confidence in your retirement is through education, which is why Kirk and Michael take the time to explain the four levers every retirement plan is built around: savings rate, retirement date, income target, and legacy goal. While the C2 team handles the complex work of maximizing withdrawal rates, optimizing taxes, and managing risk, these four preference levers belong to you. This video is designed to help you see exactly how your plan is structured, what you control, and why every decision within it is made with your long term financial freedom in mind.
The Levers of a Successful Retirement Plan
Max Income, Targeted Income, Legacy
Understanding Your Retirement Plan Style
Knowing which plan style you have is the starting point for truly understanding your retirement. Kirk and Michael explain the three plan styles behind every retirement the C2 team builds: max income, targeted income, and legacy. Each one shapes how your cash flow is structured, how much flexibility you have, and what you leave behind. Watch to understand which style defines your plan and why it matters for how you live in retirement.