What is the Buckets Program?

Buckets is an automated investment management service developed by Vickerman & Driscoll Financial Advisors, Inc. We have been building custom investment models for 20 years for our high net worth clients with over $500,000 to invest. We have taken that experience and added technology to be able to offer you "The Personal Online Virtual Advisor". You can open account with as little as $5,000.

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MyBucketSystemTM

How much monthly income can your portfolio provide you in retirement?Adjust the scroll bar to the value of your investment portfolio and watch the MyBucketSystemTM calculate your retirement income.

$50,000

1-5 yrs.

$100,000

Projected 2% Return

6-10 yrs.

$100,000

Projected 5% Return

11-15 yrs.

$100,000

Projected 6.5% Return

16+ yrs.

$100,000

Projected 8.5% Return

$100,000

Monthly Income

$100,000

Monthly Income

$100,000

Monthly Income

$100,000

Year 16 Balance

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Personalized Risk Analysis

In life's unforeseeable storms; stay steady with just a drop in the bucket.

We assess your risk level and match it with a personalized investment model and help you invest in your future.

Rebalance Your Portfolio

The markets continual fluctuation leads to an unbalanced portfolio; requiring constant attention and analysis.

Buckets will automatically detect if your portfolio is out of balance. It will then produce the trades necessary to reallocate to your personalized model.

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Cash

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ETFs

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Stocks

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Fixed Income

Portfolio

Investment Fees

The Buckets program costs .50% per year. Adjust the scroll bar below to see how much it will cost for different sizes of portfolios.

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Do you have questions on how the Buckets Program works? Read the Buckets Program Brochure and then click on the "Get Started" button.

Email us your account transfer information or just ask a question. info@buckets.us

Call us and we can help. (509) 325-7610

Giving Back - As the Buckets program grows with investors, advisors, community banks & credit unions, we plan to “Give Back” by using a portion of our profits to build a program to help educate high school students in the area of budgeting, saving & investing. Our youth's education in the area of money has been lost in the U.S. and has contributed to an increase in debt in our households and in our nation. We want to make an impact on reversing this dangerous trend. Thanks for joining us in this effort to help by being part of “Buckets”. Spread the word!

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