Who We Are
Our Mission: To help our clients work towards building and preserving their assets while
helping them achieve the financial goals they have for their golden years.
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
- Certified Senior Advisor Certification
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, Member FINRA/SIPC
Advisory Services offered through Woods Associates, a Registered Investment Advisor
Woods Associates is not affiliated with Mutual Service Corporation
Representatives of Mutual Service Corporation do not offer tax advice
Consult your tax professional on all tax matters