Your Retirement Needs

A Plan

As experienced professionals, we will work with you to help build a custom financial strategy that focuses on your priorities while creating confidence in your future.

Learn How We Can Help

Get started in
3 easy steps:

  • Asset 1

    DISCOVER

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • Asset 3

    EVALUATE

    Using the Witt Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.

  • Asset 4

    PLAN

    Receive a custom strategy designed to help you reach your unique retirement goals.

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Smart Money Radio

Listen to Mark and Jordan on Smart Money Radio EVERY SUNDAY

105.7 The Hog 6:30am, 7:30am and 6:30pm

98.9 The Wolf 6:30am, 7:30am and 6:30pm

AM 580/FM 93.3 The RANCH 6:30am, 9:00am and 6:30pm

Spirit 101.9 6:30am and 9:00am

WAEW Talk Radio 96.3 FM/1330 AM 11:30am

All times are Central Standard Time (CST)

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Mark and Jordan Witt

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There Are No Mulligans For Retirement Planning

You spend years saving and building your wealth, yet when it comes to ensuring your money lasts as long as you need it to in retirement, you only get one shot to do it right. In “Bogey-Free Retirement,” Mark and Jordan Witt address some of the most common hazards of retirement planning. Order your copy and discover:

  • The difference between investing TO and investing THROUGH retirement
  • Why you should plan to pay the IRS what you owe — but don’t leave a tip
  • The biggest potential threat to your retirement income (it’s not what you think)
  • And more!

Receive your free copy!

Fill out your information below to receive your free copy of Bogey-Free Retirement.

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How can past volatility inform our present?

Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:

  • Volatility is not new! History shows us how to respond to today’s volatility.
  • Markets have weathered numerous crises in the past — and come back stronger.
  • Timing the market does not work. Time in the market does.

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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

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