Who We Are
Our Mission: To help our clients work towards building and preserving their assets while
helping them work towards their financial goals.
Our Strategy: To work towards increasing cash flow and net worth while working towards
minimizing taxes for our clients.
Benefits To Our Clients:
- Professional Perspective
- Extensive Planning
- Experience
- Top Quality Personal Service
- Strict Confidentiality
Our Financial Planning Process
- Identify client needs and goals
- Assist in design
- Implement a plan of action
- Monitor and revise the plan as needed
Our Staff (Click on pictures to learn more)
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Theo H. Woods, 388 S. Main Street, Suite 400, Akron, OH 44311
Financial Planning in Business, Personal, Estate, and Tax Advantaged Investments.
Securities offered through Mutual Service Corporation.
Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC.
Advisory Services offered through Woods Associates.
Woods Associates is not affiliated with Mutual Service Corporation or LPL Financial.
Representatives of Mutual Service Corporation do not offer tax advice.
Consult your tax professional on all tax matters.