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


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.

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 ...

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