Woodall and Assocates LLC
Your choice for personalized wealth management, estate strategy, and retirement planning.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route and have a cohesive plan.
A Fruitful Retirement: Social Security Benefit
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of navigating those challenges and planning for your future. Whether your goal is saving for retirement, planning for college, or creating an estate strategy, our personalized service focuses on your needs, wants, and financial goals.
Our financial professionals have years of experience serving The Villages and surrounding area, and we are passionate about providing tools and guidance for pursuing financial independence and success. Call us today at (352) 750-3051 to schedule a consultation.
Is a SEP-IRA Right for Your Business?
Retiring the 4% Rule
A Look at Systematic Withdrawals
Want to learn more about retirement, Social Security, or estate strategies?
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."