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Product and Services Offered

Services Offered

The Bucket Plan® Financial Planning Process

The Bucket Plan® process is an asset allocation system around which our financial planning philosophy is built. We use this system to develop simple, holistic financial plans that our clients understand. The Bucket Plan has been defined, refined, and tested, so it is now a set of proven processes that are easy to duplicate and scale to the size of any portfolio.

The Bucket Plan® process helps mitigate the greatest dangers of retirement today, market risk, interest rate risk, and sequence of returns risk. And at the same time keeping an eye towards legacy planning for a surviving spouse and family as well.

Some of the Products Used In the Process:   

Fixed and Index Annuities 

Taxable and Tax Exempt Bond Funds 

International Funds

Sector Funds

Variable Life & Annuities

Term Life Insurance

Medicare Supplement Insurance

Money Market Funds

Equity Mutual Funds

Emerging Markets Funds

Alternative Investment Funds

Fixed & Index Life Insurance

Long Term Care Insurance

Disability Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (270) 384-3947