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.


On the Radio

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)


Mark and Jordan Witt


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!

Need More Info?
Attend a Live Event

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

Please check back for upcoming events!

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