About Us
Meet Our Advisors
Our Approach
When it comes to your financial goals, our mission is straightforward and simple – we strive to create a life free of financial worry for you and your family.
We do our best work for clients who are looking to delegate their most important financial decisions. In a seemingly crowded world of financial professionals, our team stands out and is uniquely positioned to help with life’s most difficult financial decisions.
Our Philosophy
Good financial planning isn’t just about numbers — it’s about how you live your life.
At Succession Wealth Planning, our philosophy is rooted in a simple belief: when your financial life is in order, everything else gets a little clearer. The stress quiets. The decisions get easier. The future feels more within reach.
That’s why we start by listening. We take the time to understand where you are, where you want to go, and what’s standing between you and the life you’ve worked hard to build.
OUR CLIENT EXPERIENCE
Though each client is unique, we strive to provide a consistent experience through:
Creative thinking to deliver a clear path toward your goals
Leadership in uncertain times to help you navigate your next best move
A meaningful relationship centered around you, your family, and your business
Established planning approaches informed by actuarial analysis to help bring structure and clarity to long-term financial planning
A Relationship Centered
Around Your Goals
In a world where customer service is too often an afterthought, we’ve made it our priority. Every client — and everyone they refer to us — can expect a consistent, positive experience from a team that genuinely cares.
Whatever stage you’re at, our dedicated staff is here to guide you every step of the way.
LICENSING
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia and Wisconsin.
Bryan Wittenbraker, CA Insurance License #4498286, State of Domicile: IN
Philip Schaefer, AR Insurance License #7444393, State of Domicile: IN
Securities
We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, West Virginia and Wisconsin..
CRN