The self-employed go by many names. Small business owner. Freelancer. Contractor. Consultant. They touch nearly every industry, from creative to industrial, medical to big business. Yet they all have the same drive to outperform everyone around them while craving and desiring the independence that comes from being on your own.
Witten Financial Services, LLC is a premier financial firm for these unique people. We provide a comprehensive suite of financial and accounting services designed to address the business and personal needs of a self-employed individual. If so, let us take you through our technology-supported, high-touch planning process that is designed to address all of your financial needs in one holistic plan.
Witten Financial Services, LLC is a premier financial firm for these unique people. We provide a comprehensive suite of financial and accounting services designed to address the business and personal needs of a self-employed individual. If so, let us take you through our technology-supported, high-touch planning process that is designed to address all of your financial needs in one holistic plan.
Services
Our Organize Facet of Success is about preparing and structuring your business books, personal accounts, and money habits to enable the completion of your financial and business goals. We do this through two different areas of service - financial planning, and accounting. Use the portals below in learn more about how we can work with you in these ways.
Our Protect Facet of Success is about protecting what you already have. The foundation we establish here will act as your safety net as we continue working toward your financial independence. Tax preparation - We prepare your payroll and business taxes, and are always searching for ways to reduce your tax liability.
Our Grow Facet of Success is about preparing you for the future. With a foundation of good money practices in place, we focus on strategies designed to fund retirement, increase wealth, and create financial independence. During this stage of our process, we focus more on your personal goals and what you want to accomplish, and not your business.
Our Give Facet of Success typically starts during the end of your career and flourishes in your retirement. We work together to identify ways for you to give back to your loved ones, community, and organizations you support. During this stage of our process, we focus our attention on your personal goals.
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