Woita & Associates Business and Retirement Plan...
Woita & Associates Business and Retirement Plan...

Woita & Associates Business and Retirement Plan...

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Introduction: Justin’s focus is on helping clients explore the strengths, weaknesses, opportunities and threats of their financial life. His goal is to develop a lasting relationship and help them identify needs, create an action plan, and monitor their progress towards their goals as they continue their journey through life. His knowledge and abilities ranges from helping young clients to developing social security and income strategies for clients who are in or soon approaching the retirement phase of their life. Since both of Justin’s parents own small businesses of their own, Justin has great passion in working with business owners and key executives. He understands the different needs and goals that they may have, and he enjoys helping them develop a strategy that allows them succeed to greater levels. Justin enjoys helping others through his service as the president of the Thorp Area Chamber of Commerce; he also sits on the business management, advisory committee for the Chippewa Valley Technical College. Early in 2014, he was voted to serve on the board for the National Association of Insurance and Financial Advisors -- Big Rivers Chapter and the Committee for the Young Professionals of the Chippewa Valley, which is a professional development program of the Eau Claire Chamber of Commerce. In Justin’s spare time, he enjoys bowling, golfing, weight training and spending time with family and friends.
Overview

5 employees

46 years in business

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