Скачать или смотреть The Bucket Plan - Retirement Savings Strategy

The financial planning process outlined in this video is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks that can occur in retirement. The Bucket Plan Philosophy will help you navigate financial challenges and prepare you for a stress-free retirement. The Bucket Plan segments money into three different brackets:
Investment Time Horizon
Volatility Tolerance
Income Needs
The Bucket Plan Philosophy is a proven, financial planning process to simplify the steps of saving for your retirement. It’s never too early to start saving. Watch this video to learn more!

**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. 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 is not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. 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. 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.