How is Woita & Associates compensated?
Woita & Associates is compensated for consulting services by recurring transparent client fees.
Woita & Associates provides a number of customized services to individuals and business owners who purposefully pursue their financial goals. Please note that services noted with a (*) are often implemented by outside professionals such as CPA’s, Lawyers, and other insurance professionals of your choosing or by referral from our firm. We believe in employing experienced professionals when it comes to implementing your planning needs.
![]() Individuals |
![]() Businesses |
Personal Financial Planning | Business Planning |
Retirement Income Planning | Buy-Sell Agreements* |
Investment Management | Succession Planning |
Fee-Only Financial Planning | Employee Sponsored Retirement Plans |
Estate & Wealth Management Strategies | Business Buy-Out Strategies |
Long-Term Care Planning | Deferred Compensation Benefits |
College Planning | Group Medical Insurance* |
Health Insurance* | Other Group Benefits* |
Property & Casualty Insurance* |
Please contact us if you would like to discuss any of these services in more detail, or if you have general questions about what our practice can help you with.
Outside providers of professional services are neither affiliated with, nor endorsed by Woita & Associates or LPL Financial.
Woita & Associates is compensated for consulting services by recurring transparent client fees.
Of the 63 million wage and salaried women (age 21 to 64) working in the United States, just 44 percent participated in a retirement plan. Remember, even small amounts can earn interest and add up over time. - US Department of Labor
- US Department of Labor