The Bucket Plan® Philosophy

We making retirement planning simple — download our guide to segmenting your money

At Del Greco Tax and Insurance, we use retirement planning tools that make understanding what to do with your wealth a breeze. Since there are so many factors that can jeopardize your long-term retirement, such as market risk, interest rate risk, and sequence of returns risk, you need a set framework that can provide some stability as you plan. That's where The Bucket Plan® comes in as a way to organize your assets over time to ensure you're taken care of now and later. Put simply, we'll help you divide your money into three separate categories, or "buckets," based on when you will need it, and from there create a holistic blueprint for your future. 

Download our guide to learn more about the Bucket Plan® philosophy and how it can upgrade your retirement strategy.