1st Liberty Financial provides the financial foundation for families to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We specialize in helping seniors protect the assets you've worked a lifetime to accumulate.
We treat every person and situation individually with a custom designed program to meet your pocket book and philosophy. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals.
We treat every person and situation individually with a custom designed program to meet your pocket book and philosophy. We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals.
Services
J. R. Witt began his financial service career in 1976. He does business as First Liberty Financial and is located in Germantown, TN. Among his clients are seniors, business owners and executives, and other professionals and their families in the greater Memphis area.
J.R.'s primary focus is on elder planning in general, and specifically, on retirement planning with particular emphasis on retirement income planning and tax efficient wealth transfer arrangements.Achieving a worry-free retirement requires careful planning and execution, and most people need the guidance of an experienced professional to make that happen.
J.R.'s primary focus is on elder planning in general, and specifically, on retirement planning with particular emphasis on retirement income planning and tax efficient wealth transfer arrangements.Achieving a worry-free retirement requires careful planning and execution, and most people need the guidance of an experienced professional to make that happen.
I help veterans and their families in Tennessee, Kentucky, and Mississippi understand long term care benefits from the Department of Veterans Affairs (VA). Most veterans are not aware of the eldercare benefits available through veterans health care, through state veterans homes, through home renovation grants (HISA Grants), or from two disability income programs called Compensation and Pension.
One of the biggest decisions we make is deciding when to start taking Social Security Benefits. I will give you expert advice and information for social security timing as well as a valuable social security timing report. You do not have to make the decision alone. I am here to guide you through the process and be a valuable resource to you during this important decision.
Reviews
Be the first to review First Liberty Financial.
Write a Review