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The Bucket Plan Philosophy

What is The Bucket Plan® Philosophy?

A strategic, structured approach to bucketing assets for today's financial dangers and challenges.

The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.

However, today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Bucket Plan® philosophy to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.

The Money Cycle

The Money Cycle is something that we all go through during our liftime, and there are three phases: accumulation, preservation, and distribution. Watch this video to learn more.

The Bucket Plan®

We have developed The Bucket Plan® philosophy to segment money based on your investment time horizon, volatility tolerance, and income needs. Watch this video to learn more.

To learn more about the three biggest dangers facing investors today and how to overcome them, click here to register for an upcoming workshop. To schedule an individual consultation with our holistic advisors to begin addressing these needs today, call (440) 934-9181 or contact us.