"The greatest wealth in the world is the wealth of time." -Sunday Adelaja
"The greatest wealth in the world is the wealth of time." -Sunday Adelaja
Three Bucket Approach
Once your investment phase has been identified, then we will utilize our proprietary “three bucket approach” to retirement income planning. Our three bucket approach makes the plan simple and easy to understand.
Our retirement income planning strategy uses a proprietary three-bucket approach:
Hourglass Wealth LLC is an independent branch of Wise Wealth LLC, which is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for retail investors to understand the differences. Download the Client Relationship Summary PDF.