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The Bucket Plan

Financial success looks different for everyone, which is why a one-size-fits-all approach simply doesn’t work. At Avanti Wealth Management®, your financial plan is carefully tailored to fit your unique financial goals and circumstances. A key part of this process is The Bucket Plan®, a trusted financial planning strategy designed to bring clarity to preparing for retirement while helping to reduce modern risks, like market fluctuations.

Retirement should be a time to enjoy life, not stress over finances. With The Bucket Plan®, Avanti Wealth Management® can help provide a structured yet flexible approach to managing your wealth, so you can focus on what matters most. Watch this short video to learn more about how The Bucket Plan® can work for you:


let's create your bucket plan

Why The Bucket Plan® Is Right for You

The Bucket Plan® is ideal for retirement planning because it’s both clear enough to follow and adaptable enough for life’s many changes. With The Bucket Plan®, you can:

  • See how your assets are allocated to reduce potential market risks and allow you to access your funds as needed
  • Ensure a stable and continuous income flow during retirement
  • Maintain your lifestyle well into retirement without fear of running out of money
  • Adjust for anything life throws at you
Creating Your Unique Bucket Plan

Creating Your Unique Bucket Plan

Anyone can use The Bucket Plan®, no matter how large your net worth. Unlike traditional investment approaches, The Bucket Plan® divides your funds into three “buckets” based on when you will need the money—now, soon, and later. This simple, flexible approach ensures you have what you need today, tomorrow, and down the road.

Simply put, the “now” bucket is for immediate expenses, the “soon” bucket is for investing conservatively and supplementing your income for daily expenses later in retirement, and the “later” bucket focuses on higher returns and long-term growth. If any of that seems confusing, don’t worry—your advisor will go over every detail specific to you when you meet.

Your Bucket Plan Certified® Advisors at Avanti Wealth Management®

Avanti Wealth Management® advisors are Bucket Plan Certified® and have completed extensive training to properly understand and utilize this innovative framework for your retirement income plan. With The Bucket Plan® as your foundation, our advisors are here to offer you clarity, confidence, and direction. 

The Bucket Plan<sup>&#174;</sup> Book

The Bucket Plan® Book

At Avanti Wealth Management®, our team is expertly trained to maximize the benefits of The Bucket Plan®, but its real strength lies in its simplicity. The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement, the best-selling guide to financial and retirement planning, makes this proven strategy easy for anyone to understand and apply. Schedule your consultation with an Avanti Wealth Management advisor today to discover how The Bucket Plan® can transform your wealth and your future.

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