Our Qualifications

 

We have been working with individuals and businesses in the area for 16 years.

Aaron L. Witten, CFP®, CRC® -- Witten Financial Services' founder -- is a long-standing citizen and business leader in the Leitchfield community.

He holds 2 professional designations, and is licensed to sell and manage a variety of investment and insurance products -- including but not limited to: Stocks, Bonds, Mutual Funds, Fixed Income Products, CD & Bank Products, Life Insurance, Long Term Care Insurance, Disability Insurance, Health Insurance & Group Benefit Plans (401k, 403b, Section 125 Cafeteria Plans).


In addition, as a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Retirement Counselor®, and a Certified Kingdom Advisor®, he can work closely with you in the areas of Bible-based Money Counseling, Estate Planning, Tax Planning, Investment Consultations, Portfolio Construction, Fee-based Advisory Services, Pre-retirement Portfolio Management, Retirement Income Planning and creating comprehensive financial plans to help you maximize the potential for your money. He also is a Quickbooks Certified ProAdvisor.


We will work with you to map out your financial goals and aspirations over your lifetime, then help coach you through the years to make sure you stay on track. We take a holistic approach to financial planning and will only make recommendations that we feel will enhance your life through the careful management of your money.

No two clients are alike, and we understand that. As an independent financial advisor, we pledge to always serve the best interests of our client first and foremost. All of our planning solutions are custom-tailored to your particular wants and needs, and we always offer a no-obligation initial consultation to see if you would fit into our approach of lifetime money management and good stewardship before taking you on as a client. 

We're looking forward to using our experience and knowledge to help you pursue your financial goals. To get started on your financial journey, click the button below to schedule your complimentary consultation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck