Investment Bank/Securities Brokerage - Centerville, UT, US
Four Buckets is software that enables users to plan out their retirement. Users can sign up and go through a user-friendly questionnaire that will generate a customized retirement plan. Customizations and hypothetical plans can easily be made. Each user has access to our advisory team made up of financial advisors and investment managers that help optimize retirement plans. Our advisory team offers investment management services and can implement the Four Buckets Plan.