Design Your Retirement
Made for retirees (and those getting close).
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.
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.
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.
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.
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.
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 insure that the money I need in the near term is safe and predictable, and not subject to the day-to-day market fluctuations, while I simultaneously put myself in a position to receive the long-term market returns required to provide an increasing income stream throughout my entire life?”
54% of pre-retirees say they have no clue how much money they’ll need when they retire.
Six out of 10 workers say they feel confident or somewhat confident about being able to enjoy the kind of retirement they want.