Shane Witt

I work with individuals and couples who are approaching retirement or already retired, helping them turn their savings into a reliable income stream they can confidently live on.

Many people I speak with are concerned about running out of money, especially with market volatility and rising costs. My role is to bring structure and clarity to that transition. I use a guardrails-based approach to retirement income planning, supported by advanced income planning software. This allows us to monitor your plan over time, increase income when things are going well, and make small adjustments when needed to keep everything on track. In addition to income planning, I help with Social Security decisions, tax-efficient withdrawals, and managing risk in retirement. Outside of work, I’m a husband and father to a young daughter, which gives me a personal appreciation for planning ahead and protecting what matters most. My goal is to help you retire with confidence, knowing there is a clear plan in place and a process to adjust as life and markets change.