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.



Call today for a complimentary financial analysis and to learn more about the Bucket Plan approach!