First Liberty Financial

At 1st Liberty Financial, we understand that retirement is more than just a stage of life. It's an opportunity to enjoy the fruits of your labor, to pursue your passions, and to live the life you've always envisioned. However, navigating the complex world of retirement planning can be daunting. That's where we come in.

Our team, led by J.R. Witt, has been dedicated to helping individuals and families in the greater Memphis area achieve a worry-free retirement for over four decades. With a focus on elder planning, retirement income planning, and tax-efficient wealth transfer arrangements, we provide comprehensive retirement solutions tailored to meet each client's unique needs and goals.

Our Services

We offer a wide range of services designed to protect and grow your hard-earned assets. These include:

• Retirement Planning: Our team will work with you to create a personalized retirement plan that addresses your financial, emotional, and lifestyle needs. We'll help you understand your options, make informed decisions, and ensure that your retirement years are filled with purpose and fulfillment.

• Medicare and Social Security Planning: Navigating the complexities of Medicare and Social Security can be overwhelming. Our experts will guide you through the process, helping you understand your benefits, avoid costly mistakes, and maximize your retirement income.

• Estate and Income Planning: We'll help you develop a comprehensive estate plan that aligns with your values, protects your assets, and ensures that your loved ones are provided for. This includes strategies for minimizing taxes, avoiding probate, and ensuring that your wishes are respected.

• Veterans Benefits: If you're a veteran or the surviving spouse of a veteran, you may be eligible for special benefits that can significantly enhance your retirement income. Our team will help you understand your eligibility, apply for benefits, and ensure that you receive the maximum amount you're entitled to.

Our Philosophy

At 1st Liberty Financial, we believe that every individual deserves to enjoy a secure and fulfilling retirement. We're committed to delivering exceptional service, providing expert guidance, and helping our clients achieve their financial goals. We treat every person and situation individually, with a custom-designed program that meets your unique needs and values.

Why Choose Us?

So why should you choose 1st Liberty Financial for your retirement planning needs? Here are just a few reasons:

• Experience: With over four decades of experience in the financial services industry, J.R. Witt has the knowledge and expertise you need to navigate the complex world of retirement planning.

• Personalized Service: At 1st Liberty Financial, we understand that every client is unique. That's why we offer personalized service tailored to meet your individual needs and goals.

• Comprehensive Solutions: We provide a wide range of services designed to address every aspect of your retirement planning needs, from Medicare and Social Security planning to estate and income planning.

• Better Business Bureau Accredited: We're proud to be accredited by the Better Business Bureau, reflecting our commitment to exceptional service and customer satisfaction.

Contact Us

If you're ready to start planning for a worry-free retirement, we invite you to contact us today. Whether you're just starting to plan for retirement or you're already enjoying your golden years, we're here to help you achieve your financial goals and live the life you've always dreamed of.