TOMORROW. That’s what this is all about! Not just our efforts in serving you, but all the work and time you are investing as well. The decisions we make today have a defined impact upon tomorrow. But not just our own futures are at stake–our decisions also impact the tomorrows of all those whose lives we touch as well. For a couple or individual,, your decisions have an impact on your spouse, children, and grandchildren. For some, decisions made today might also impact your church, college or university, your community, or a favorite charity(s). For a business owner/decision maker the “tomorrows” you impact may belong to your employees, co-workers, or retirement plan participants. Regardless of your situation, the financial decisions you make today have a lasting impact on someone else as well!
Helping you work toward your desired results – for all your TOMORROWS!
That’s why we’re here.
I have lived in the area since I was six years old. Being raised here, I have developed deep roots and a great love and respect for my community. Married to Karen, we have two children. We have been schooled here, shop, worship, and volunteer here. My “home town” of Channahon, and the surrounding communities have been so very good to my family and me. This is one reason it is such an honor and pleasure to serve my “neighbors”. This service began shortly after graduating from the University of St. Francis, in Joliet, IL, when I began a financial planning practice, that grew from a start-up to serving almost 700 clients and more than $175 million in assets under management. Blessed with wonderful clients, this practice grew entirely through referrals from those we served. In October, 2014, after nearly 25 years with my original firm, I felt a strong desire to "build" a brand new practice from the ground up, taking all I had learned in the preceding 25 years and making it even better. This involved a new business structure, two new investment custodians, fewer restrictions that limited client choices, and a much more efficient cost structure that allowed significant cost savings for my clients. It was a "win" situation for everyone involved--especially the clients we serve!
Serving others is something I learned at an early age, watching my dad carry out his calling as a pastor. Although my “calling” has led me down a completely different path, the passion to serve is much the same. For the past 31 years, the underlying theme in helping clients make their best financial decisions has always dealt with “tomorrow”. Not just any “tomorrow”–but more specifically, their “tomorrow” and the tomorrows of those they love and care for. This theme has never been a simple cliché. It is a theme that is the cornerstone of all the recommendations we make. The focus on tomorrow might be most evident when we initially begin a new client relationship. Our service model requires us to know much more than just goals and objectives. We seek to know all that affects our client’s goals, feelings and perceptions. This comprehensive model creates opportunities and possibilities that often go unrealized with traditional approaches.
Designations and Professional Associations:
Certified Retirement Planning Counselor (CRPC)
Professional Plan Counselor (PPC)
Million Dollar Round Table (MDRT)
– Qualifying Member (2004, 2016-2021)
– Court of the Table (2003, 2005-2010)
– Top of the Table (2011-2015)
National Association of Insurance and Financial Advisors (NAIFA) (2003-present)
*Neither the SEC nor FINRA endorses any financial professional titles or designations.
First Presbyterian Church, Joliet, IL (1986-2008)
– Member, Deacon, Elder, Finance Committee, Sunday School Teacher
First Presbyterian Church, Morris, IL (2008-2016)
– Member, Elder, Finance Committee, Endowment Committee
Village Christian Church Minook, IL (2016- present)
– Member, Elder, Bible Study Leader (for men) at the Grundy County Jail
Grundy County Habit for Humanity (2005-2010)
– Volunteer and Board Member
Morris Country Club, (Member since 1998)
– Board Member and Treasurer (2008-2010)
Public Action to Deliver Shelter-Grundy County (PADS) (2015-present)
– Volunteer and Site Coordinator for homeless shelter
University of St. Francis, Joliet, IL (2012-2016)
– Board Member, serving on the Audit Committee, Business Affairs Committee, & Development Committee (Chair)
You can find more information on DeWitt and his experience as a financial advisor, at https://brokercheck.finra.org/