Chart Your Path To

your best retirement

Financial growth and tax reduction strategies for the road ahead

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Schedule a meeting with us to see how we can help you with your retirement plan.

Our 3-Step Plan

Tailored for You

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Witt & Bradley Tax Advisory Group, LLC plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

annuity-myths

Wondering How to Create Income in Retirement?

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?
 
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“Our goal is to help you manage your finances so you can pursue your goals.

Anthony Bradley | founder