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The Bucket Plan
What is The Bucket Plan® Philosophy?
The Bucket Plan® Philosophy is a strategic, structured approach to bucketing assets for today's financial dangers and challenges.
Today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover needs throughout the duration of retirement. For this purpose, The Bucket Plan® philosophy was developed to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.
The Money Cycle
The Bucket Plan®
Holistic Planner
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. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Gregory Hammer, Scott Luecke, Deborah Cundiff, Casey Johansen, Emily Agresta & Richard Dunnett are Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (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.
Hammer Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Hammer Financial Group 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.
Scott Luecke, Casey Johansen, Deborah Cundiff, Emily Agresta and Richard Dunnett offers Securities through Innovation Partners, LLC (IPLLC) Member of FINRA/SIPC. IPPLC is a registered broker dealer. Scott Luecke, Casey Johansen, Deborah Cundiff, Emily Agresta and Richard Dunnett are Registered Representatives of Innovation Partners LLC. Check the background of this investment professional on FINRA's BrokerCheck. Hammer Financial Group and Innovation Partners LLC are not affiliated entities.
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