- Sector expertise
Intelligent Quant By Beratung® Smarter Bucketing System™
Invest Smarter: Financial Bucketing for Retirement Insure your income, Ensure your outcomes, invest the rest with purpose®.
Insure Your Income, Insure Your Outcomes, Invest The Rest With Purpose®
TheIntelligent Quant By Beratung Team Smarter Bucketing System™ aims to simplify your plan for building, growing, and protecting your retirement money.
Rather than a haphazard, traditional pie-chart approach, Smarter Bucketing™ brings order, discipline, and control to your plan for retirement. Smarter Bucketing™ separates your savings into clear and distinct buckets.
Most important, it establishes a firewall between your income assets and your growth assets, giving every dollar in your portfolio a specific task and time deadline.
We live in a complicated, constantly changing world. The stock market is in unchartered territory. Bonds pay too little to live on. Politics is a mess. And we are learning that Social Security in its current form may not always exist for those with higher “means.”
TheIntelligent Quant By Beratung Team Smarter Bucketing System™ helps you get serious about allocating money for the NEXT twenty years, rather than remaining stuck in your strategy of the PAST twenty years. Plan smarter. Invest smarter. Ensure your outcomes by first insuring your income. Our team will be happy to put you in the driver’s seat to a more worry-free retirement.
Free Retirement Review
Future Proof Your 401k, 403b, or Rollover IRA
Intelligent Quant By Beratung® Smarter Bucketing System™
AtIntelligent Quant By Beratung Team®, we believe smarter planning is the key to a work-optional lifestyle. Our unique process, Smarter Bucketing™ and our “40-40-20” allocation system work together to help simplify retirement investing. It can dramatically change your financial life. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic. You stop speculating with emotion and start investing with a plan. Don’t let your 401k rollover… and play dead. Let’s look the future in the eye with the right financial plan: Smarter Bucketing™.
Cash
Income
Growth
Tax Planning
Insure Your Estate and Guard Against Inflation. Protect your Heirs & Estate. Cut Costs and Minimize Taxes.
The First Steps
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Retirement Review
Accredited Investment Fiduciary (AIF®), Steve Jurich withIntelligent Quant By Beratung Team® Management in Scottsdale helps his clients review their retirement plan and 401k options with no sales pressure.
Don’t just manage your money, master your money®
If you never run out of income, you’ll never run out of money. But if you run out of money, how will you create income? Let’s make sure you never run out of income.
How do you feel about your current investments? Will they take you where you want to go? If you don’t feel in control, or feel like you are drifting, we can help.
If you’re not feeling totally fine with your investments–and if you’ve read this far that’s probably the case–then it is quite possible that your investments are not allocated properly for your risk tolerance and time horizon. Face it–You are no longer the same investor you were ten or twenty years ago. Your needs have changed. Your risk tolerance has changed. Your outlook for the future has changed. And your need for safety and income have changed. If your portfolio looks about the same as it always has, you could be heading for a rude awakening. Let’s fix that.
200+
2,700+
Intelligent Quant By Beratung Smarter Bucketing System™
- Ample, ready liquid cash to handle essential living expenses-plus money for travel and recreation
- Secure, reliable income contractually guaranteed for life (INCOME) from audited, licensed institutions
- Capital growth (preferably dividend reinvestment to put the power of compounding on your side)
- Optional attention to leaving a larger legacy
- Close attention to reducing fees, reducing risk, and working to reduce taxes
