How to Simplify Retirement Success

When planning for retirement, maneuvering through market volatility, taxes, inflation and increasing life expectancies can present a real challenge.

If you invest too conservatively, you might run the risk of losing purchasing power to inflation. But if you invest too aggressively, you could expose yourself to a significant financial loss. Both scenarios can result in you running the risk of running out of money in retirement.

To address these challenges, we use a planning philosophy and tool known as The Bucket Plan® Best Interest Process, a three-bucket approach to segmenting your assets in the order you will need them, taking into account your income needs, time horizon and tax qualifications. Houston Harrison is a Certified Bucket Plan Advisor and wrote the foreward to this best-selling book.

Watch this short video to see why you might benefit from this structured approach to safeguarding and growing your nest egg.



The Bucket Plan® helps you plan for some of the greatest retirement dangers, including market risk, interest rate risk and sequence of returns risk. Useful for clients of any age, The Bucket Plan® helps structure assets to provide reliable income throughout retirement.

For retirees, it can help protect against health care expenses eroding your net worth. For younger clients, The Bucket Plan® helps navigate the challenges of saving for short-, intermediate- and long-term financial goals…all while encouraging tax diversification and putting a plan for life’s “what if” in place.

Take advantage of our expertise and our access to this cutting-edge financial planning tool by calling us for your complimentary review to learn more about The Bucket Plan®: (479) 595-0305.