Broker Check

Lisa Waterman

Lisa Waterman

President & CEO

(260) 436-6588
[email protected]

At Waterman Financial Services, we work for you.  Our commitment is to give you our best.  Plain and Simple.  We give you our best professional guidance to help you achieve the financial future you deserve!  Of course, no one strategy fits everyone so we craft a financial plan to uniquely address your situation. 

We also give you our best teamwork.  We believe strongly in utilizing a team approach by working with your existing advisory team or by bringing in other professionals like accountants, attorneys, and insurance specialists.  Essentially, you are at the center of all planning and our job is to ensure all components of your financial wealth are considered.

Our best means we are with you through the good. . . and the rough times too.  Everyone encounters challenges along the way, so we help you to be better prepared for the challenges before they happen.  By creating a written financial plan, and offering a compassionate heart, we bring you the financial future you and your family deserve.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you!