ERIK WITT

Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Erik Witt | Retirement Planning Specialist

As an asset, lifestyle, and legacy protector and Certified Financial Fiduciary (CFF), it means your financial needs come first and foremost with me!

I married a widow and her 3 young daughters became my Step-Daughters, so my heart aches for orphans and widows! I make sure my clients’ loved ones are well provided for, regardless of whether they live a long or shorter life!

Skiing and the outdoors are a passion of mine. Let’s go skiing! I will be your guide!

I love teaching Financial Literacy and Wisdom to various groups, and organizations, since I've been serving clients for over 28 years. I love to help clients reduce their inflation, tax, healthcare and market exposures, focusing
on proactive tax reduction or elimination!

My goal is to make sure clients have sufficient guaranteed lifetime income, giving them financial peace of mind and sleep insurance.

AS AN INDEPENDENT BROKER AND CONSULTANT, I utilize the top financial solutions, companies, and strategies to combat your financial Exposures & Blind spots!
I am NOT A CAPTIVE AGENT AND HAVE NO CONFLICTS OF INTEREST

Contact me today to receive a complimentary consultation. You will sleep better not worrying about running out of money or paying heavy, immediate and unnecessary taxes.

schedule a time to meet with erik

Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?