The Bucket Bliss™ Strategy is not a one-time hit. It’s a fluid, adaptive strategy that has been repeated again and again. It’s designed to give your clients the retirement income they’ve worked so hard for. You, the advisor, tailor it to their goals, objectives, and financial situation to help make their retirement dreams come true. No doubt, their plan will need adjusting over time as the market swings, inflation fluctuates, and their lifestyle changes. As your client’s advisor, you can help ensure and give your client confidence that their Bucket Bliss™ plan stays on track.

These basic concepts help to maximize your client’s retirement income and avoid the two most common problems they face in their retirement years: spending too much and running out of money before they run out of life, or spending too little and foregoing opportunities that would have provided them with a full and abundant life during their retirement.