Broker Check

The Bucket Plan Philosophy

The Bucket Plan® Philosophy?

The Bucket Plan® Philosophy is a strategic, structured approach to segregating assets to address today's financial risks and challenges.

The old way of investing for retirement was to keep a little pile of money at the bank and  put the rest of your money (a bigger pile) into investments, hoping it would last a lifetime.

Today we face significant challenges that can derail even the most carefully planned retirement strategy:   market risk, interest rate risk, sequence of returns risk and longevity risk, to name a few.  A more sophisticated and through planning process is essential to make sure your assets live as long as you do!  Our study group of experienced advisors from across the country developed The Bucket Plan® Philosophy to address these risks by segmenting money into three different buckets based on your investment time horizon, volatility tolerance and income needs.  I think you’ll find it a simple, but effective strategy to protect your assets and cash flow now and into your future.

The Money Cycle

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


Request a Consultation

Have questions? Call us at (520) 200-4032 or