Services
Woods Associates proactively serves a select group of families, in coordinating all of their financial affairs, in order to provide a higher level of predictability. Below is a list of some of the services that we provide to our valued customers:
- 401(k)/Profit Sharing
- Asset Allocation
- College Planning
- Estate Planning
- Financial Planning
- Individual Retirement Accounts (IRAs)
- Mutual Funds/ETF
- Portfolio Reviews
- Retirement Planning
- Stocks/Bonds
- Employee Benefits
- Insurance/Risk Management
- Alternative Investments