A financial advisory firm is only as good as its people.
What we stand for makes us who we are.
Our team consists of highly skilled professionals in the fields of retirement planning, income planning, and wealth management. We work together to help ensure our clients have customized and effective retirement strategies. With the emphasis on asset preservation and strategic distribution, our team collaborates to design conservative financial retirement plans for our clients. Our team is dedicated to exceeding our clients’ expectations for service, financial knowledge and the management of their retirement funds.
No need to worry. We'll help you plan for your retirement with our three-part philosophy.
We’ve been working with AT&T retirees and pre-retirees for the last 20 years. We know the process and we can help you weigh your options for retirement. We know what to expect and will help personalize a plan for you. Now, here are some things you should expect when working with us. These are the cornerstones of our identity as a firm.
We offer our clients our
Our three-part retirement planning philosophy
Gene J. Wittstock, MSF
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William J. Revoir
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Jeffrey L. Perry
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Are you prepared for retirement?You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money?
Click the button below to download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions. |
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