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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Dave Wittmann Insurance and Financial Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Dave Wittmann Insurance and Financial Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Dave Wittmann Insurance and Financial Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Dave Wittmann Insurance and Financial Agency today to see how Financial Planning can help achieve your goals.

Our Locations

Little Chute Office

300 Patriot Drive, Suite A
Little Chute, WI 54140
Main office: 920-788-1000
Fax: 920-788-9390

Brillion Office

964 W Ryan St, Ste A
Brillion, WI 54110
Main office: 920-756-2836
Fax: 920-756-3670

Our Providers

Testimonials

I switched to Dave Wittmann insurance when I married my husband. He was with this agency and really liked it. In the past 5 years they have been reliable, honest, have had fast customer service, and always looking out for our best interest. They find competitive rates and are very friendly.

Holly B.
My experience with Dave Wittmann Insurance & Financial Agency has be wonderful! They are friendly, accommodating, thorough, and always work to get me the best rates -- they have saved me a lot of money over the years! I would recommend them to anyone!

Aubrey C.
The customer service is second to none. If your like me and don't like waiting or leaving messages hoping someone will call you back than Wittmann Insurance will be a great fit.

Sam H.
Dave Wittmann Insurance has been my go-to for insurance for many years. I have always received great service from all the employees at the Dave Wittmann Insurance office and would recommend their services and products to others.

Patty A.
Christine has been a tremendous help! She is always quick to answer questions. She also looked into plans that better met our needs, without us needing to ask her to do so! They really take all the effort and stress out of finding insurance providers.

Gina G.
I have going to Dave Wittmann Insurance for many years. They are honest, trustworthy and always trying to pick the best insurance plan for you. I highly recommend this company!

Sara B. L.