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