Pursue Your Dreams & Retire in Confidence
With a Custom-Made Bucket Plan®
We’ll craft a comprehensive strategy for your wealth, known as The Bucket Plan®. This approach divides your wealth into three categories, or “buckets”: now, soon and later. By adhering to this philosophy, you can live well now—while having confidence that resources are prepared for the months and years ahead.
Our Clients Pursue Their Life Dreams and Wealth Goals with Us By Their Side
Developing a Bucket Plan to Help You…
Create a retirement income stream that you can’t outlive.
We’ll work with you to combine your Social Security, Medicare and additional sources of income into one cohesive and robust income strategy.
Develop an investment portfolio aligned with your needs.
We maintain a conservative stance to investing, building a portfolio that is tax-efficient
Look at every part of your plan through tax lenses.
Tax efficiency is the cornerstone of a strong plan. We’ll analyze your tax returns, invest with taxes in mind and look for ways to minimize your tax liability at every turn.
Maximize your estate and legacy plan.
Planning ahead to leave assets to your kids enables you to do so in the most efficient way. We’ll get to know your gifting and legacy wishes and help put your plans in place.
Protect your loved ones.
In addition to protecting your spouse and kids, we’ll also look for ways to expand your net worth through various insurance solutions.
Information is provided by Prosperity Capital Advisors and created by Prosperity Capital Advisors, a non-affiliate of Cetera Advisors LLC.