Waterstone Financial Services is designed to help clients answer this key question before, during, & after major life transitions (career transitions, retirement, divorce, death of a spouse). Schedule Your FREE Consult Today!
Established in 2005, Waterstone Financial Services is designed to help clients answer this key question before, during, and after major life transitions such as career transitions, retirement, divorce, death of a spouse, and others.
Where we shine is our ability to work with you as a thinking partner who understands your hopes, dreams, goals, and fears and helps you connect your money with your life.
As a base we offer general financial planning (CFP®) with attention to the customary financial aspects of risk, asset allocation, and portfolios. We are committed to expanding our capabilities beyond that with ongoing wealth plan training. We added life planning skills via Kinder Institute for greater understanding of the integration of life aspirations and money implementation. Our unique contribution is transitions planning skills to help our clients navigate life changes as well as financial changes.
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