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The Bucket Strategy® Progress Report

Get help managing your Bucket Strategy

On any journey, financial or otherwise, it’s important to know where you are in relation to your goals. With The Bucket Strategy® Progress Report, you’ll have access to a summary of your current asset allocation (including both your qualified and your non-qualified accounts), how the account values compare with one another, and your rate of distribution from each account (if any).

You’ll see at a glance your current Bucket Strategy and how it compares to the expected values. In addition, the report shows you a complete summary of all your household accounts, including IRAs (both Roth and traditional) and any rollovers you may have. You’ll also see the account values of each bucket and be able to track those values on a year-to-year basis. All this information will help give you a clearer picture of where you stand financially and help to determine any potential changes that need to be made in order to meet your stated goals.

  • Request Your Updated Bucket Strategy

Need help?

We’re here for you.

Sometimes figuring out what to do first—or next—can be confusing. We’re here to help you sort out and resolve any issues you may be encountering. If you want help getting started, aren’t sure which action to take next, or need someone to guide you through the process from start to finish, you can easily get in touch with us here at Lucia Capital Group by calling (800) 644-1150.

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Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.
Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Raymond J. Lucia Jr. is chairman of Lucia Capital Group, a registered investment advisor, and CEO of its affiliated broker/dealer, Lucia Securities, LLC, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through Lucia Capital Group. Securities offered through Lucia Securities, LLC. eMoney is not affiliated with Lucia Capital Group or any of its subsidiaries.