As part of our ongoing commitment to you, Wittrock Financial Group has continuously striven throughout the decades to bring you the knowledge you need to navigate today’s complex financial landscape.
With this in mind, we have partnered with TREK Financial Group, a Registered Investment Advisory (RIA) firm.
By aligning with TREK, we are able to provide you with additional planning resources. The TREK Financial Group network includes advisors with extensive knowledge in specific areas of planning, including investment management, business, retirement, estate planning, insurance strategies, and more.
TREK FINANCIAL GROUP
TREK is designed as a network through which our advisors are able to collaborate, exchanging information and knowledge to best serve their clients.
Although our advisors work independently, they actively participate in our firm-wide mission and culture of integrity, independence and trust. In addition, they have access to TREK resources including the TREK Investment Committee, our business support team, and our comprehensive technology.
The structure we have implemented allows our advisors to run their businesses efficiently, creating an engaging and pleasant experience for you.
Chip Wittrock is an advisor providing straightforward, sophisticated and effective insurance and investment solutions, successfully helping clients structure their assets to help ensure that they have the lifestyle they want while minimizing their risk.
“If your wealth management approach is not integrated with your risk management approach and your tax planning approach…it is fundamentally flawed. “
– CHIP WITTROCK
PHASES OF LIFE
Chip Wittrock, Financial Advisor
TREK Financial Group
1719 Hill Avenue
Spirit Lake, Iowa 51360