The Retirement You Deserve. The Team That Can Help You Get There. Discover the difference it makes when you work with a team that puts your needs first – always.
Proudly serving the financial planning needs of Crossville and Tennessee for 25 years.

“It is an honor to do my small part in ‘saving the world’ by helping individuals and families reach their financial goals and become successful in legacy planning. The work we do here today has the potential to last generations.” — Mark Witt, Founder and President
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.


‘Do I Have Enough to Live My Dreams?’
If you’ve spent years saving for a retirement that is fast approaching and now have concerns, we’re here to answer questions just like this.
Our Retirement Roadmap planning process and comprehensive services will help you find the financial clarity and confidence you deserve, guiding you along a retirement journey filled with joy, freedom and purpose.
‘Smart Money’ Says You Should Listen and Learn
Tune in to Mark and Jordan Witt every Sunday on Smart Money Radio:
105.7 The Hog: 6:30 a.m., 7:30 a.m. and 6:30 p.m.
WAEW Talk Radio 96.3 FM/1330 AM: 11:30 a.m.
AM 580/FM 93.3 The RANCH: 6:30 a.m., 9 a.m. and 6:30 p.m.
98.9 The Wolf: 6:30 a.m., 7:30 a.m. and 6:30 p.m.
Spirit 101.9: 6:30 a.m. and 9 a.m.
All times are Central

Ready to Connect?
We’ve helped hundreds of area families and individuals take their best shot in retirement over the past 25 years. We’d love to help you, too. Contact us today to schedule your free consultation.