204 North Winstead Avenue,
How We Do It: Holistic Planning combines investment advising, retirement planning, and tax management under one roof. When you partner with Wealth Management Strategies, Inc., you get a team who educate and collaborate with you to craft a plan that reflects your unique wishes and needs. Watch this video to learn more about the value of working with a holistic advisor
How We Use The Bucket Plan® To Serve You: A strategic, structured approach to bucketing assets for today's financial dangers and challenges. The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.
However, today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Bucket Plan® philosophy to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.
Your situation, goals, and needs - then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.