3250 Mallard Cove Lane
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.
Are you Ready to Set Sail on Your Retirement?
Our guide "Preparing for a Satisfying Retirement" outlines the things you need to know to pursue your retirement goals and live your dreams!
You bring your story, we bring our best. We use our knowledge to create strategies that answer your financial needs, goals and dreams.
Our history is full with 25+ years experience in financial services.
Trust. Honesty. Integrity. We believe values matter, and we live ours every day. Working together requires collaboration and sharing, two values we treasure.
Let us help build your financial confidence with straight-forward, no nonsense strategic guidance.
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.
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."