Who We Work With
At Witt Financial Group, we believe your financial strategy should be as unique as you are. That’s why we take the time to get to know you — your passions, your priorities and even your concerns.
We have a heart for serving Crossville and the surrounding area because we’re from here. Our primary focus is on helping individuals who are near or in retirement, seeking financial clarity, planning their legacy or ready to make wise, well-informed decisions about their future.
Our Retirement Roadmap
No matter where you want to go in life, it’s difficult to reach your desired destination without clear direction. We created our Retirement Roadmap to help you navigate the twists, turns and potential potholes that can derail financial hopes.
We start by getting to know your current situation, concerns and long-term objectives so we can create a personalized strategy that addresses five essential planning areas:
Income
Do you have reliable income streams for the rest of your life?
Investments
Are some of your assets focused on the opportunity for growth to help offset inflation and unexpected expenses?
Taxes
Uncle Sam deserves his fair share, but are you sure your assets will be distributed as tax-efficiently as possible?
Health Care
Health and long-term care isn’t getting cheaper. Does your strategy account for unforeseen medical expenses?
Legacy
Have you had a conversation about how to bless the people and causes you love even after you’re gone?Â
Services We Offer
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
IRA Legacy Planning
Social Security Optimization
Risk Management
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Ready to Connect?
We’ve helped hundreds of area families and individuals take their best shot in retirement over the past 25 years. We’d love to help you, too. Contact us today to schedule your free consultation.