The Bucket Plan Philosophy is a strategic, structured approach to bucketing assets to help protect against today’s financial challenges and dangers.

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

Today however, market risk, interest rate risk, and sequence of returns risk are the three-biggest dangers facing investors at or near retirement. A more sophisticated planning philosophy is essential to help stretch retirement dollars to cover the many needs throughout your lifetime.

This is especially important given the ever-increasing longevity of retirees. For this purpose, we utilize The Bucket Plan philosophy to segment money into three different buckets, based on your investment time horizon, volatility tolerance, and income needs.


“What strategies are available to help reduce the effect of market volatility on my portfolio?”

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies