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Plan Your Retirement

Made for retirees (and those getting close)

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Plan for Retirement

Four Buckets lets you easily design a financial plan for retirement through a simple process. Then, you can optimize it with an advisor for free. Investment management services are also offered.

Understanding Your Plan

Retirement planning is often a confusing process with lots of industry jargon. The Four Buckets Strategy is built with this in mind. Our clients understand their plans, and this leads to higher quality execution. It’s important to understand what is going on with your life savings.

Complete Customization

There are many retirement calculators out there, but there aren’t any like Four Buckets. Four Buckets allows users to input their information and then receive a customized plan from a financial planner based on their information. All for free. 

Expense Planning

Planning your expenses throughout retirement will help you to have peace. Having a visualization of your income vs. expenses will help you to enjoy retirement even more. 

Income Planning

Much of the stress of retirement comes from not understanding what your income will look like. Four Buckets allows total flexibility to plan your income and will help you to feel peace-of-mind.

Investment Management

Having a plan is good, but where Four Buckets really shines is helping our clients to put their plans into play. Our advisors have extensive investment management experience and can execute your plan. Talk to an advisor to find out more.

Receive Feedback

When you sign up you are assigned a team of two financial advisors that will work with you to optimize your plan. Our goal is to help you get the most out of your retirement. We offer investment services as well, and can put your plan into action. This is our specialty.

The Four Buckets Strategy

The Four Buckets Strategy is a fluid, adaptive strategy that has been repeated again and again. It’s designed to give you the retirement income you’ve worked so hard for. It’s tailored to your goals, your objectives, and your financial situation. It can be put into place to make your retirement dreams come true. No doubt your plan will need adjusting over time as the market swings, inflation fluctuates, and your lifestyle changes. A professional financial advisor can ensure your Four Buckets plan stays on track.

Planning Your Retirement Doesn’t Have to be Hard.

“How can I ensure that the money I need in the near term is safe and predictable, and not subject to the day-to-day market fluctuations, while simultaneously putting myself in a position to receive the long-term market returns that are needed to provide income throughout my entire life?”

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54% of pre-retirees say they have no clue how much money they’ll need when they retire.

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Six out of 10 workers say they feel confident or somewhat confident about being able to enjoy the kind of retirement they want.

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More than 50% of Baby Boomers say all or most of their retirement income will come from Social Security.

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