At Waterman Financial Services, our MISSION is to offer personalized financial guidance in a comfortable, non-threatening, non-judgemental environment. We HELP you obtain financial products that may make your financial path easier, cheaper or more efficient. Our MISSION is to do what is in your best interest, all the time, every time, helping you pursue financial success.
As an independent financial advisory firm, Waterman Financial Services is able to offer you quality products and services, top tier portfolio management and strategic, customized financial planning.
As an independent financial advisory firm, Waterman Financial Services is able to offer you quality products and services, top tier portfolio management and strategic, customized financial planning.
Services
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.
As women, often times our hardest job is to focus on ourselves. With the multitude of responsibilities we have, taking care of young children or parents, the household, our jobs, the bills. At Waterman Financial Services, we help you do the heavy lifting. With easy to understand financial planning tools, we jointly establish solid steps to help you create a beautiful future.
Whoever thought you would be here, right? First of all, we are so very sorry for your loss. No matter the time or circumstance, surely your grief is overwhelming. When the time is right and you're feeling like you can and need to walk again, call our office for help with the many financial decisions you're being asked to make.
You never thought you would be facing divorce but here you are. First of all, we are sorry. Losing your marriage is so full of stress and heartache. Now you must begin to plan for you and your family's future by taking inventory of what you have and what you will need. As a CERTIFIED FINANCIAL PLANNERTM professional, Lisa Waterman is trained and skilled in five key areas -- retirement planning, investments, insurance, tax, and estate planning.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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