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In these uncertain times, we are still open for business, more than ever committed to providing a safe and healthy environment for all clients, and proactively taking measures to mitigate concerns around coronavirus (COVID-19).  We are more than happy to hold any scheduled meetings by phone or zoom and we respectfully ask that you call our office to let us know or reschedule any appointment if you aren't feeling well.

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 understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

We make retirement an adventure worth sharing



You bring your story, we bring our best. We use our knowledge to create strategies that answer your financial needs, goals and dreams.  

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Our History

Our History

Our history is full with 25+ years experience in financial services. 

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live ours every day.  Working together requires collaboration and sharing, two values we treasure. 

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Understanding Today’s Financial Environment

Let us help build your financial confidence with straight-forward, no nonsense strategic guidance.

<b>Who We Are&#160;</b>

Who We Are 

Welcome to Waterman Financial Services!  We are committed to helping you build the financial future you deserve!  We serve friends in the greater Fort Wayne area who seek assistance understanding their personal financial situation.  As a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP ®) and financial professional for some 30+ years, Lisa Waterman has the knowledge and experience to help YOU   

Our practice is focused on assisting WOMEN with the multitude of financial decisions they face.  From easy to understand conversation to The WFS Sisterhood, Waterman Financial Services strives to simplify the complex and clarify the difficult.  

We look forward to working with you and your family -- through all stages of life.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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