Waterman Financial is all about helping you be financially successful. Ultimately, everything you do has to do with earning, saving, spending and investing your money. You can figure out the earning and spending parts, but if you are like most people, the saving and investing part gets a little complicated. Let me help.
As a Certified Financial Planner, a previous bank and trust officer, and a financial professional licensed by FINRA and the SEC, I have the skills, certifications and licenses to help!
You know, all those numbers and letters -- 401(k), 403(b), IRA's, VA's -- all have specific tax consequences and investment opportunities. Let me explain it to you to help in your financial success. Let's talk!
Signator Investors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
I am licensed to sell Insurance Products in the following states: AZ, FL, GA, IL, IN, VA.
I am registered to sell Securities in the following states: AZ, FL, GA, IL, IN, VA.
Registered Representative/Securities and Investment Advisory Services offered through Signator
Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser.
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