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We make retirement an adventure worth sharing.

<b>Our Approach</b>

Our Approach

We create strategies that are tailored to your needs and goals.

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<strong>Our History</strong>

Our History

Years of experience have prepared us to guide you through life transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live ours every day.

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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!    

Let us help 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. We look forward to working together towards financial clarity.  

<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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