Products & Services

At Witt Financial, our team provides assistance in the following areas:

Investments

  • Common Stock
  • Treasury Bills 
  • Government Securities
  • Corporate Bonds
  • Alternative Investments
  • Variable Annuities

 


Financial Planning

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • 401 (k) Planning
  • 403 (b) Planning 
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities
  • Variable Annuities

Tax Planning*

  • Estate Plan Tax Review
  • Charitable Legacy Tax Review
  • Personal Portfolio Tax Review 
*Please note that Raymond James does not offer tax advice. You should discuss any tax or legal matters with the appropriate professional.