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We help you make retirement an adventure worth sharing.

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today’s Financial Environment

Welcome! I’m Lisa Waterman, a financial professional serving the greater Fort Wayne area. Individuals, spouses, and families face unique challenges when dealing with the complexities of the financial world. Things like 401(k), 403(b) and 72(t) can be a jumble of numbers that are hard to understand. As a Certified Financial Planner (CFP ®), I have the knowledge and experience to help you address and build your financial future.

I look forward to working with you and your family -- through all stages of life. Please call me at (260) 436-6588 for a free initial consultation. I look forward to meeting you!

Who We Are 

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Discover Hidden Opportunities

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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