Watermark Wealth Strategies:
Grow, Protect & Preserve Your Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Watermark Wealth Video
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Healthy habits are one of the greatest gifts to give your child.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Even if you’re young and single, you should still consider protecting yourself.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Pundits say a lot of things about the markets. Let's see if you can keep up.