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