Bishop Financial Advisors prides itself on getting to know you personally by understanding that your financial situation is unique, complex, and is best served by someone who shares your values.
Personal: You will appreciate our personal approach that treats you as a person with dreams, aspirations, and feelings instead of an investment account.
Professional: Our experience, continuing education and training, professional certifications, and affiliations make us uniquely qualified to provide sound advice, solid management, and comprehensive wealth planning.
Ethical: Holding ourselves to the highest standard of honesty and integrity. We provide financial clarity and unbiased advice to match your values.
Financial Guidance You Can Count On
“When we can help someone meet
their financial goals, using a solid,
well-disciplined plan, I know that we’ve
made a positive difference in someone’s
life for decades to come.”
The Bucket Strategy™
If you’re like most retirees or pre-retirees, you want financial stability, yet growth to rejuvenate your portfolio that may have suffered over the past few years. The Bucket Strategy™ offers a sound strategy that aims to give both growth and income.
Here’s how it works: You organize your investments into three groups, or “buckets”, and put the majority of the risk in Bucket No. 3, mostly stocks and real estate. You live on the first two, relatively “safe” buckets; meanwhile, you don’t touch the third bucket.
This strategy is designed to allow your stocks and real estate to grow for 15 years or more while having reliable sources of income in retirement, with the aim of reducing your risk.
The Bucket Strategy® is a trademark of Raymond J. Lucia Sr. and used with permission.
Raymond J. Lucia Sr., CFP® is not a registered representative of any securities firm, including First Allied Securities, Inc.
CFP, CPA, PFS
Financial Advisor
Here are some of my thoughts on investing, finances, retirement, as well as personal stories and case studies of my clients.
Management
Plan
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