Financial Advisors in Ottumwa, Iowa (Wapello County)

Carrie Houchins-Witt, CFP, EA
Illuminating your family's path to a brighter financial future.
Carrie Houchins-Witt Tax & Financial Services LLC is an independent, fee-only planning firm that specializes in comprehensive financial planning for both the ordinary and extraordinary periods of your life.
As a Certified Financial Planner (CFP®), Carrie helps families and individuals grow to meet their goals and strategically allocate their resources. As an Enrolled Agent (EA), Carrie assists individuals, families, and businesses with tax filings and related tax issues. She can represent and defend you, as needed, before the IRS as any CPA or tax attorney might. Because of Carrie's tax expertise, she is able to consider the tax implications of every financial decision, and make recommendations with an eye towards reducing her clients' tax burden.... See More