Financial, Tax and Insurance Professionals in Florence, Alabama
Don’t Make Retirement Taxing
We focus on tax efficiencies and comprehensive financial planning to help you pursue your goals and live your best life.
Experienced People Who Listen and Care
We’ve spent generations helping people in Florence and surrounding areas and would be honored for the opportunity to help you as well. We’re here for you through your working years and into retirement.
The Witt & Bradley Welcome Path
You’re Only Three Steps Away
Discover
We learn about you and your current financial situation, go over your goals and find out how you envision your dream retirement. We uncover what you need and how we can help.
Evaluate
We dig deep into your situation and examine the steps you need to take to achieve your vision.
Execute
With your plan in place, we will keep in touch with regular checkups to go over your progress and discuss any possible changes that need to be made.
The “Big Beautiful Bill” is now a big, beautiful law – what does it mean for your retirement strategy?
Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
- Increased standard deducations for additional tax savings
- "Senior Bonus" deductions to offset taxes paid on Social Security benefits
- Increased estate tax exemptions creating dramatic savings for heirs
Unlock Your Tax Savings
Fill out the form below to read our guide!
Your Goals, Our Mission
We offer tax and accounting services as well as holistic retirement planning. No matter where you are in life, we can help.
Retirement income
Annuities
Asset Protection
Life Insurance
Tax Strategies
Long-Term Care
Legacy Planning
Ready to Get Started?
Whether you’re planning for retirement or seeking smart tax solutions, our Florence-based team is here to help every step of the way. Let's talk about your financial future and how we can help.
