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We make retirement an adventure worth sharing

Collaboration

Collaboration



At Waterman Financial Services, we require collaboration. . . you bring your story, we bring our best.  Be open about your changing life and the important things in it.  We then use our knowledge, and resources to create strategies that answer your financial needs, goals and dreams.  

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<strong>Our History</strong>

Our History

Our history is full with 25+ years experience in the financial services industry including:

  • Trust/Investments
  • Banking/Lending
  • Wealth Management
  • Audit
  • Insurance
  • Employee Benefits 

Now, as an independent Financial Advisor and Certified Financial Planner (CFP), Lisa offers a full array of investment products and services to help with both simple and complex client needs. 


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<strong>Our Values</strong>

Our Values

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


As a Rotarian (and active member of Rotary), Lisa recites and lives the 4 way test:

Is it the Truth?

Is it fair to all concerned?

Will it build goodwill and better friendships?

Will it be beneficial to all concerned?



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Understanding Today’s Financial Environment

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.  

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

We 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. 

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

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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<b>Discover Hidden Opportunities</b>

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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<b>Where do you want your financial roadmap to take you?</b>

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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