The Bucket Plan Philosophy

The Bucket Plan PhilosophyJohn Rankin2023-05-12T00:39:55+00:00

What is The Bucket PlanⓇ Philosophy

The Bucket Plan® philosophy is a strategic and structured approach to segmenting assets in order to mitigate the financial risks and challenges of today.

The traditional method of investing for retirement, which involves keeping some money in the bank and investing the rest in hopes it will last you through retirement, is no longer sufficient in light of the market risk, interest rate risk, and sequence of returns risk that retirement investors face today. A more sophisticated planning approach is needed to help maximize retirement funds to meet the many needs that arise over the course of retirement.

The Bucket Plan® philosophy segments investments into three buckets based on factors such as investment time horizon, volatility tolerance, and income needs, in order to help investors maximize their retirement dollars.

The Money Cycle

Throughout our lives, we all experience The Money Cycle, which consists of three distinct phases: accumulation, preservation, and distribution. To gain a deeper understanding of these phases, you can watch the following video:

The Bucket PlanⓇ

The Bucket Plan® philosophy involves segmenting your money according to your investment time horizon, tolerance for volatility, and income requirements. You can learn more about this approach by watching the following video:

Get your FREE copy of “The Benefits of a Bucket Plan Strategy” Guide

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210

Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

Useful links

© Copyright 2015 - 2024 | Intelliplan Financial | Privacy Policy | All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance services offered through Intelliplan Financial are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.