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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are hundreds of ETFs available. Should you invest in them?