Personal Financial Planning

Mr. Woods is a Certified Financial Planner licensee who provides planning services to individuals and small businesses in the following areas:

• Cash management & budgeting
• Risk management & insurance
• Education planning
• Retirement planning
• Estate planning
• Tax planning
• Investment planning and asset allocation

For Appointments

WOODS CPA offers a complimentary consultation to potential clients. If you have business and financial challenges we would be happy to assist. Call for more information or to schedule and appointment. You may also request appointments via email.