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When’s the last time your finances got a second opinion?

Planning for retirement income can be challenging, and many people miscalculate how much money they will really need. Our guide explains how an independent financial advisor can help determine if your current retirement strategy is designed to lead you toward your goals.

Download our “The Value of an Objective Opinion” guide to learn how working with a financial advisor who is independent can help you plan for retirement.

Enter your information below, to download your guide.

“The Value of an Objective Opinion” covers:

  • The age that most non-retirees expect to retire – and the average age they actually retire
  • An estimated amount of savings you will need for 20 to 30 years of retirement
  • The benefits of working with an independent advisor, rather than one who works for a larger company
Request your copy today!

What is your Risk Number?

Does your portfolio have too much risk? Or not enough? Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our Riskalyze tool!

What's Your Risk Number

Investment advisory services offered through Bucket List Wealth Manangement LLC, a Registered Investment Advisor.

Bucket List Wealth Management is a registered investment adviser in the State of Florida. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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