Bogey-Free Retirement

How to Avoid the Big Number in Retirement

Golf is deceptively simple and endlessly complicated; it satisfies the soul and frustrates the intellect. It is at the same time rewarding and maddening—and it is without a doubt the greatest game mankind has ever invented.” ~ Arnold Palmer, golf legend

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Like golf, retirement planning can seem both deceptively simple and endlessly complicated. You spend years saving and building your wealth (simple), but when the time comes, how do you ensure that money lasts as long as you need it to (complicated)?

If you make a mistake in golf, you can take a mulligan and try for a better outcome. When it comes to your retirement planning, however, you only get one shot to do it right. In “Bogey-Free Retirement: How to Avoid the Big Number in Retirement,” Mark and Jordan Witt address the five key areas necessary to ace your retirement planning. With their book, you’ll 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 much more

  • 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 much more

Just as a sound strategy improves your golf game, the same is true for your retirement. Request your free copy of “Bogey-Free Retirement” today and gain the financial confidence to fully enjoy the retirement you’ve earned.

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mark

Mark Witt Founder | President

Throughout his 20-plus years of experience in the financial industry, Mark has worked with investors to better understand financial markets and develop a disciplined approach to investing. Using an honest and upfront approach, Mark provides insight into the inner workings of Wall Street to help clients build the confidence necessary to realize their financial goals.

A dynamic public speaker, Mark has shared his message of free markets and global investing with thousands of people around the country. His direct approach and enthusiasm make him a compelling speaker and fierce proponent of free market capitalism. Mark currently presents public and private seminars on investing, asset allocation and modern portfolio theory.

Mark and his wife, Glenda, have been married for more than 35 years. They have two sons, Jordan and Grayson. Jordan graduated from East Tennessee State University and works alongside Mark as vice president of Witt Financial Group. Grayson is an active participant in the Special Olympics.

jordan

Jordan Witt, CRPC® Vice President | Investment Adviser Representative

Jordan strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement.

Jordan’s decision to enter the financial services industry was inspired by his father, Mark. Now, as a leader of Witt Financial Group, Jordan works hard to help establish a clear purpose for his clients’ financial futures and provide the insight and guidance necessary for them to reach their goals.

Due to the success of his weekly radio show, “Smart Money Radio,” Jordan has become a sought-after speaker on progressive personal finance and retirement planning strategies in Tennessee. He was also featured in LifeHealthPro’s 30 under 30 for finance and insurance. Jordan graduated from East Tennessee State University with a Bachelor of Science. He is an Investment Adviser Representative, passed the Series 65 securities exam and is a licensed insurance agent in Tennessee. He is also a Chartered Retirement Planning Counselor℠ (CRPC®).

Jordan and his wife, Katherine, have two daughters, Emma Katherine and Eliza Jordan, and son, Barrett Robert. Jordan attends Central Baptist Church in Crossville and is an avid golfer — he’s proud to live in the golf capital of Tennessee. He enjoys spending time at the lake and spending quality time with friends and family. Jordan is also a fan of Tennessee football and enjoys cheering on the Volunteers.