Your Financial Needs Under One Roof
From your first tax season to your final paycheck, we have a service for you.
The Witt & Bradley Welcome Path
Get Started in Three Steps
1. 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.
2. Evaluate
We dig deep into your situation and examine the steps you need to take to achieve your vision.
3. 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.
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
Referred Services
We can also put you in touch with industry leaders in the following areas:
Trusts — Probate — Charitable Giving — Estate Planning — Tax Planning — Wealth Management — Investments — IRA & 401(k) Rollovers — IRA 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.
