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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Our Financial Process

Over the thirty years Witthauer Financial Group has been in business, we have established a six-step process to stimulate success.

We hope you’ll join us on that journey:

  • Establishing Relationship
  • Gathering Data and Goals
  • Evaluating Financial Status
  • Review our Recommendations
  • Setting Your Strategy to Action
  • Monitoring Financial Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Witthauer Financial Group, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your financial goals and executing a comprehensive strategy to strengthen it.

Evaluating Financial Status 

Witthauer Financial Group encourages an honest dialogue between client and professional to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

All of our strategies are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Strategy into Action

When our financial strategy meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Financial Progress

At its best, working with Witthauer Financial Group becomes a hands-on experience. We relish the opportunity to track your progress and fine-tune strategies along the way.

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

What Matters Most

What Matters Most

Estate plans for you and your loved ones.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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