This web site is designed to provide you with important, timely information and services to help you pursue your financial goals. Please take a few minutes to browse through our site--look up a stock price, keep an eye on market trends, research a subject that interests you -- you'll discover an abundance of beneficial financial articles, data, and tools to help make you a more informed investor.
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation. This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. How much life insurance would you need to produce a sufficient income stream for your family?
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation. This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness. How much life insurance would you need to produce a sufficient income stream for your family?
Services
I.D.E.A.L. Financial provides fee-based financial planning and investment advisory services by Jeffrey L. Witt, CFP. As the initial step, Mr. Witt will conduct an in-depth review and analysis of your current financial situation.
Once your individual objectives in each category are clearly defined, a personal financial "roadmap" is created exclusively for you--complete with detailed guidelines designed to help you move from where you stand today to where you want to be tomorrow.
Once your individual objectives in each category are clearly defined, a personal financial "roadmap" is created exclusively for you--complete with detailed guidelines designed to help you move from where you stand today to where you want to be tomorrow.
The company's name was chosen to coincide with the I.D.E.A.L. account--an innovative savings and potential growth investment vehicle easily customized to investors' specific needs. As a professional financial planning service, I.D.E.A.L. Financial works with you to determine an appropriate investment strategy or strategies, and, in turn, the optimum asset allocation for you, based entirely on your unique considerations and objectives.
Jeffrey L. Witt, CFP, founded I.D.E.A.L. Financial Services. Mr. Witt, a twenty year financial planning professional, is the recipient of numerous leadership and performance awards from independent investment companies. Mr. Witt maintains Series 7, 24, and 63 securities registrations through LPL Financial.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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