Windward Private Wealth Management

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bucket withdrawal strategy

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bucket withdrawal strategy

Posted on: January 6, 2016

OVERLAND PARK LOCATION

10955 Lowell Avenue, Suite 410 Overland Park, KS 66210

Hours of Operation:

8:30 am - 5:00 pm M-Th

8:30 am - 3:00 pm Fr

KANSAS CITY LOCATION

851 NW 45th St., Suite 106 Kansas City, MO 64116

Hours of Operation:

By appointment only

913-381-7411

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.

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