Product and Services Offered

Services Offered

      The Bucket Plan® Financial Planning Process

 The Bucket Plan® helps mitigate the greatest dangers of retirement today; market risk, interest rate risk and sequence of returns risk. And at the same time also keeping and eye to legacy planning too, particularly to provide income for a surviving spouse.

 

Some of the Products Used In the Process:   

 

                          Fixed and Index Annuities                            Money Market Funds

                          Taxable and Tax Exempt Bond Funds           Equity Mutual Funds                                   

                          International Funds                                       Emerging Markets Funds

                          Sector Funds                                                 Alternative Investment Funds

                          Variable Life & Annuities                               Fixed & Index Life Insurance

                          Term Life Insurance                                       Long Term Care Insurance

                          Medicare Supplement Insurance                    Disability Insurance