We at Waterman Financial Services believe strongly that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. As such, meeting with other financial professionals including accountants, attorneys, and insurance specialists is a regular part of our work.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
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.