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.




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.

How is Woita & Associates compensated?

Woita & Associates is compensated for consulting services by recurring transparent client fees.

Inspirational Quote

The IRS allows you to deposit up to $6,000 per year to your IRA if you're under the age of 50 and $7,000 per year if you're over 50.

Source: https://www.irs.gov/Retirement-Plans/Plan-Participant,-Employee/Retirement-Topics-IRA-Contribution-Limits