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<span><b>Focused On Your Financial Future</b></span>

Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.

Our Bucket Strategy

Our Bucket Strategy<br/>

Bucket #1 is built with very safe, secure investments that are designed to provide your client with a dependable and predictable income for the first five years of their retirement.

Bucket

Bucket #2 will spend the first five years growing your client's money before it's needed for income, which allows You to choose investments that are designed to grow for five years and then provide income for the second five years of their retirement.

Bucket

Bucket #3 gives your client a 10-year period for the investment to grow before they need the money for income. Therefore, you can select investments that allow them to maximize their returns over that time frame.

Bucket

Bucket #4 works the same way as Bucket #3 but your client has 15 or more years to let it grow. This gives them the necessary time to withstand the ups and downs of more aggressive investments.

The Bucket Strategy is not a one-time hit. It's a fluid, adaptive strategy that has been repeated again and again. It's designed to give your clients the retirement income they’ve worked so hard for. You, the advisor, tailor it to their goals, objectives, and financial situation to help make their retirement dreams come true. No doubt, their plan will need adjusting over time as the market swings, inflation fluctuates, and their lifestyle changes. As your client’s advisor, you can help ensure and give your client confidence that their Bucket Bliss™ plan stays on track.

These basic concepts help to maximize your client’s retirement income and avoid the two most common problems they face in their retirement years: spending too much and running out of money before they run out of life, or spending too little and foregoing opportunities that would have provided them with a full and abundant life during their retirement.

Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Retirement Realities

Retirement Realities

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

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Perception vs. Reality

Perception vs. Reality

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Retirement Redefined

Retirement Redefined

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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

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Potential Income from an IRA

Potential Income from an IRA

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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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