Do you want a secure retirement, free from worry, stress, and confusion?
The Bucket Plan is a must-read book for anyone serious about creating a practical and sensible plan for his or her retirement years.
The financial planning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement.
Readers will learn:
The Bucket Plan® Certified Advisors
Bucket Plan Certified (BPC) advisors are taught to use a set of planning tools that ensure a comprehensive holistic planning process for clients. The resulting Bucket Plan accounts for your unique income needs, time horizon, volatility tolerance, and tax situation for a personalized and product-neutral financial plan. The proven process ensures advisors ask the right questions and identify all necessary considerations to design a structured and comprehensive plan that supports the future you want now, soon and in the distant future.
Benefits of working with a Bucket Plan certified advisor: