Financial Services
Comprehensive wealth management services for professionals
From our offices in Florida, we serve clients across the country, delivering peace of mind about future finances.
We offer personalized financial advice on how to best prepare for life after work – from saving more money, reducing taxes, or finding ways to increase your income through Social Security benefits and other sources that may be available to you now or in the future.
Let us help you plan today so tomorrow can be worry-free!
Our team of financial experts is dedicated to providing comprehensive retirement, tax, and income planning services.
Will Social Security be enough to live on in retirement?
With our knowledge of Social Security benefits, we can help you navigate these very important concerns and arrive at the answers specific to you.
Should I apply now, or delay my benefits?
The answer could make thousands of dollars of difference!
What are the strategies related to widows, former spouses and survivorship scenarios?
If you are married you can likely receive much more by optimizing and coordinating your benefits. This could result in hundreds of thousands in extra benefits
Retirement Income Is Really Important!
Ensuring you have optimized your various investments and sources of income is vital to creating lasting and effective retirement income streams.
| ✓ What is the best way to handle pensions? | |
| ✓ How can I create a pension for myself? | |
| ✓ How does my annuity really work? |
There are so many types and the fine print is extensive. We will determine the best course of action to make the product work for you.
Distribution Planning
Structured Income Planning allows you to retire with confidence, knowing that you will have a reliable and steady source of income to support your lifestyle. At Waterstone, we have the knowledge and experience to create structured plans specific to your retirement needs.
| ✓ Set up an Income Ladder designed to last a lifetime | |
| ✓ Plan effective Required Minimum Distributions | |
| ✓ Invest and Manage Interest and Dividend Portfolios |
Experience something completely different.
Engineer a retirement that works.
12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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