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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.


Thank you for attending our recent webinar!