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About Us

Our Primary Purpose

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!

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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