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The 4 Facets To Financial Success

Organize

Organize

We create strategies that are tailored to your needs and goals.

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Protect

Protect

Years of experience have prepared us to guide you through your life transitions.

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Grow

Grow

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Give

Give

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Individuals & Families

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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  • Buisness Owners

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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  • Gaming Professionals

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Estimating the Cost of College

Estimating the Cost of College

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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

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Social Security Taxes

Social Security Taxes

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Data Thieves from Outer Space

Data Thieves from Outer Space

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Will Power

Will Power

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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Contact Us

Are you a game creator or gaming professional?

Visit our sister site, galdaron.com, to learn more about how Witten Financial Services is The Financial Advisor for Gaming Professionals. 

Fill out the form and we’ll be in touch to talk about your financial needs.

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