1st Liberty Financial

Protecting Your Nest Egg

J.R. Witt

J.R. Witt

Veterans Benefits
Medicare and Social Security Planning
Retirement Rollover Specialist
Estate & Income Planning
Better Business Bureau Accredited A+

1st Liberty Financial provides the financial foundation for families to build on during their changing lives. We deliver comprehensive retirement solutions for those preparing for retirement and those who have achieved financial independence. We specialize in helping seniors protect the assets you've worked a lifetime to accumulate. We treat every person and situation individually with a custom designed program to meet your pocket book and philosophy.

We are concerned about you, your values and your goals in life. We want you to experience the value of having a long term relationship with a trusted advisor. The knowledge, experience and many resources we provide will help you develop a vision and action plan to achieve your financial goals.

We also help veterans and their families in Tennessee, Kentucky, and Mississippi understand long term care benefits from the Department of Veterans Affairs (VA). Most veterans are not aware of the eldercare benefits available through veterans health care, through state veterans homes, through home renovation grants (HISA Grants), or from two disability income programs called Compensation and Pension.

It's astounding that roughly 1/3 of all seniors can qualify for up to $2,295 a month in additional income through Pension under the right conditions. Yet government statistics show only 5% of potentially eligible veterans are actually receiving the Pension benefit.

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