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At Financial Services of America, as part of our Holistic Planning Process, we utilize the Bucket Plan® Process. We believe that it is important to segment or compartmentalize your money into three different buckets based on your investment time horizon and volatility tolerance.
The Bucket Plan is Great at 3 Main Things:
1. Time-segment your investments to achieve immediate, short, and long term goals.
2. Creating a reliable income stream through your retirement.
3. Delivers a retirement plan you can actually understand.
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