The Bucket Strategy®
The Strategy Is The Key
Investing for retirement income is distinctively challenging compared to simply growing your wealth. Why? Because when aiming for steady retirement income, there’s the risk of market volatility chipping away at your nest egg, especially if you need to make withdrawals during a market downturn.
While many firms might advise using the same “pie chart” diversification that works during wealth-building years, this can pose threats to your savings once you pivot to withdrawing for retirement income.
How It Works
At its core, The Bucket Strategy® segments a portfolio into short-term, mid-term and long-term goals called “buckets”. The purpose is to match your assets to your liabilities by segmenting investments into buckets specifically earmarked to match your current and future retirement income needs.
This is an institutional-level approach to meeting obligations used by insurance companies, corporations, and endowments.
Are We a Fit?
The relationship with a financial professional is one of the most important in your life. Does The Bucket Strategy® make sense for you? Are we a fit? Let's find out. Financial confidence may be just a conversation away.
Want to Learn More?
Not ready to meet? Request the free Bucket Strategy® booklet. The easy-to-digest dozen pages with illustrations will explain how the strategy works. If it makes sense to you then let's meet to see if we are a fit.