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.

Get started in
3 easy steps:

  • Asset 1


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

  • Asset 3


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

  • Asset 4


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


Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

Don’t Be Taken Surprise by Taxes!

Are you concerned that tax liabilities could derail or delay your retirement dreams? Don’t be. With Witt Financial Group’s Tax Freedom Kit — which includes a copy of “Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb” — you can pursue your goals with confidence.


Our firm is not affiliated with or endorsed by David McKnight.

THE POWER OF ZERO The Tax Train is Coming

As the U.S. debt spirals, the potential for onerous tax increases in the future could have a major impact on traditional retirement savings vehicles.

Need More Info?
Attend a Live Event

Join us for an informational seminar to learn more about retirement income strategies, wealth management and more ...

November 9
Forte’s Retirement Outlook 2021 Event
6:00 pm | Forte’s On the Square 27 E 4th St
Crossville, TN 38555 United States
November 11
Forte’s Retirement Outlook 2021 Event
6:00 pm | Forte’s On the Square 27 E 4th St
Crossville, TN 38555 United States
December 8
Christmas Open House
9:00 am | Witt Financial Group 91 US-70 #102
Crossville, TN 38555 United States

On the Radio

Radio Show

105.7 The HOG FM and 98.9 the WOLF FM from 7:30 to 8 a.m. Central
96.3 WAEW FM and 1330 AM 11:30 a.m. to noon.

Ready to Take
The Next Step?

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


Or give us a call at 931.484.4911