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

    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.

report-break
all-devices-tax

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 Dan Cuprill’s “Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb” — you can pursue your goals with confidence.

Witt-Financial-Group_Tax-Freedom-Kit
zero-witt

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!

On the Radio

Radio Show


Sunday
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