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 and Witt Financial does not offer tax advice. You should discuss any tax or legal matters with the appropriate professional.