One of the most important decisions you make in life occurs at the point in time when you declare your retirement and replace your regular, steady income with income from your investment accounts to support your “Golden Years.” You want your retirement to be full of great memories regardless of how you choose to spend them.
Whether you are old or young, retired or still working, there are a number of additional questions that complicate this decision.
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The cornerstone of the work we do at Summit Capital is our retirement income planning strategy called Bucket Bliss™. The Bucket Bliss Strategy™ helps our advisors give you objective, non-emotional investment advice, and also provides your portfolio with just the right balance of risk and reward. This ensures that you not only understand your investment portfolio, but perhaps more importantly, you are comfortable with the investment selection of your retirement income plan.
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“The beautiful thing about Bucket Bliss is that the client can understand it. When they understand where their money is coming from and when, then they experience a level of investment confidence they never imagined possible. They sleep well at night because they know that a bad day in the stock market impacts only a portion of their total portfolio.”
Yahoo Finance