THE WHY BEHIND

WHAT WE DO

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.

ABOUT

WITTROCK FINANCIAL GROUP

Wittrock Financial Group’s team collaborates to exchange information and knowledge to best serve their clients.

We work together to actively participate in our firm-wide mission and culture of integrity, independence and trust. In addition, we have access to resources including an Investment Committee and comprehensive technology.

The structure we have implemented allows our team to run efficiently, creating an engaging and pleasant experience for you.

OUR

MISSION

Chip & Renee Wittrock have been 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

“Passion for financial services is my compass. Guiding clients to financial empowerment is not a job; it’s my purpose.“

– RENEE WITTROCK

TRUE GRIT DEFINES US.
PROACTIVE,
TACTICAL AND STRATEGIC.
We don’t wait for things to happen—we implement proactively.
TAX-EFFICIENCY UNDERLIES
EVERYTHING WE DO.
It’s not always how much you make; it’s always how much you keep.
YOU’RE MORE THAN A CLIENT TO US.
Our clients become our family. Family and friendship mean everything to us.

UNDERSTANDING THE

PHASES OF LIFE

BABY BOOMERS
(BORN 1946-1964)
When you’re in retirement-planning mode, your biggest concern
will be generating an adequate monthly income that will last the rest of
your life! How can you do that? LEARN MORE GEN X
(born 1965-1981)
When you’re a Gen X-er, you’re typically focused on others in your
family—like getting your kids through college and taking care of aging
parents. Are you taking care of yourself? LEARN MORE MILLENNIALS
(born 1982-1999)
When you’re just starting out, you’re typically focused on your career,
paying off student loans, figuring out where you want to live, and
having a family. Can you have it all? LEARN MORE SMALL BUSINESS OWNERS Small businesses have completely different ways available to provide
retirement benefits for themselves and their employees, as well as
plan for successive generations. Do you have a plan in place? LEARN MORE

STAY IN

TOUCH

OUR OFFICE
Chip Wittrock, Financial Advisor
Renee Wittrock, Business Development Manager
Wittrock Financial
1719 Hill Avenue
Spirit Lake, Iowa 51360

PHONE
800-725-8780

info@lifeaudit101.com