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oUR OFFER

Take advantage of our 25 years of experience

and one-on-one personalized support.

kEEP yOUR rETIREMENT oN tRACK

What Is the Retirement Bucket Strategy?

How can you enjoy sustainable income in retirement? In this short video, Mark shares how you can use the “Retirement Bucket Strategy” to divide your retirement savings into different “buckets” based on your time horizon and risk tolerance. This can help provide a reliable income stream while managing investment risk and pursuing financial stability in retirement.

Want to see if your retirement savings are properly segmented? Schedule a meeting with Mark.

Meet The Team

Mark McGregor

MANAGING PARTNER, CRPC®, CERTIFIED FINANCIAL FIDUCIARY®

I got into this business to fill a void I noticed after the passing of one of my friends’ parents who was experiencing hardship due to poor planning. I saw the issues they had to deal with firsthand, and this left me feeling that there were lots of financial salespeople, but not many true advisors helping people get all the available benefits they had worked so hard for.

I use the skills I gained from my bachelor’s degree from California Polytechnic State University and 24 years of industry experience to get all the benefits my clients are owed. I live in Castle Rock, and we are actively involved in sports and charitable organizations, such as Unbound, which provides personal attention and direct benefits to children, youth, the aging, and their families so they may live with dignity and achieve their desired potential and participate fully in society.

Take The Next Step Toward

Your Financial Freedom Today!

Contact Us

303.681.0113
800.797.6044

757 Maleta Ln Suite 204

Castle Rock, CO 80108

[email protected]

[email protected]

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. McGregor Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that McGregor Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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