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The Value Of A
Holistic Advisor

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

The Value Of A Holistic Advisor

The Bucket Plan® & The Money Cycle

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.

In 15 Minutes We Can Get To Know You

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.

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