Retirement Income Harvesting

Knowing when and from which types of accounts and securities to draw income reliably and in a tax efficient manner, requires an understanding of the markets, tax and regulatory impacts and precise uses for social security as well as estate planning methods which are the foundation of the Certified Financial Planner™ discipline.

Woodwell Asset Services

We offer both the Income For Life Model® and custom income allocation portfolios designed to deliver a lifetime of flexible, dependable and easily accessible income.