816.246.WISE (9473) | [email protected] | 300 SW Main Street, Lee's Summit, MO 64063

Wealth Planning

Goal Setting
Retirement Income Planning
Proprietary 3 Bucket Approach

For most people their most important financial plan is the one they create for lifetime retirement income. Our retirement income planning strategy uses a proprietary three-bucket approach:

  • Bucket 1 – enough to cover emergency reserves and known purchases/expenses within the first few years of retirement.
  • Bucket 2 – least amount of assets necessary to produce the guaranteed level of income that you need/want.
  • Bucket 3 – remainder of assets invested so that you take the least amount of risk to generate the rate of return goal.

In addition to getting your finances in order, arranging your estate is an important part of the planning process. Wise Wealth is committed to helping you eliminate uncertainties about your estate and ensure that your assets are distributed according to your wishes after you’ve passed.

Wise Wealth financial planning does not end with the plan. We also take the time to inform you about your plan, guide you through the implementation process, and monitor and update the plan. We will help keep you accountable as you work toward your goals.