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Getting Ready for Your Review

Get ready for your review with this quick two-minute video, it serves as a kind of “refresher course” on The Bucket Strategy® for all current Accardi Financial Group clients. Whether you’re a longtime client or recently on board, we’ve found that it’s extremely helpful to review the strategy prior to meeting with your AFG advisor so that when we discuss things like “Bucket 2” or “Lifetime Income,” those terms will be again familiar to you.

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 will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal.