Our Services

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.