Bucket Planning

Helping Empower you to retire on your terms

There’s so much uncertainty and change in the economy right now, and sudden market declines are reflecting that. Market volatility is inevitable, but uncertainty does not have to define your retirement. A well-structured retirement plan accounts for fluctuations in the market, helping you stay focused on long-term financial security rather than short-term changes. 

At Chamberlin, we offer personalized retirement planning guidance tailoted to your goals. Bucketing is a structured strategy that helps retirees allocate assets based on short-term, mid-term, and long-term retirement needs, ensuring a balance between liquidity, income stability, and growth potential.