The Bucket Plan®
| A Smarter Way to Organize, Protect and Grow Your Wealth Entrepreneurs and legacy-minded families live in a complex financial world. Investments, taxes, insurance, estate plans, business income, and retirement goals all intersect - and making sense of it can be overwhelming. That's where The Bucket Plan® comes in. |
What is The Bucket Plan®?
The Bucket Plan® is a holistic, time-tested framework that organizes your assets into three simple categories - Now, Soon, and Later - based on when you'll need the money and how it's taxed.
This approach brings structure and clarity to your financial life, ensuring your wealth is aligned with your priorities across every stage of life and business.
A Comprehensive, Coordinated Strategy
Unlike traditional models that focus only on investments, The Bucket Plan® integrates all key areas of your financial life:
- Investment management
- Tax strategy and planning
- Risk management and insurance
- Estate planning and wealth transfer
- Retirement income planning
- Business and personal wealth alignment
Why It Works
By segmenting your assets based on income needs, time horizon, and tax treatment, The Bucket Plan® gives you:
- Clarity around how each asset serves a purpose
- Confidence in knowing your plan supports both current needs and future goals
- Flexibility to adapt as life, business, and markets evolve
Whether you're planning an exit, preparing for retirement, or simply aiming to preserve and grow your wealth - the Bucket Plan helps you stay ahead of the curve.