• Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us
Waterstone Financial Waterstone Financial
  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us

FOX4TV – Tax Reform Impact in 2018

FOX4TV – Tax Reform Impact in 2018

January 30, 2018 Fox 4 News, News, Tax Planning, Tax Reform

Now that the Tax Cuts and Job Act – AKA Tax Reform is now signed into law, what does that mean to you?!  Check out this video clip of James’ interview on FOX4’s morning show where he summarizes the big impacts of the new tax laws and what this could mean to you.

Join us on Social Media!

The Journey

James Gallagher developed and refined a process to bring engineering principals to the retirement space. We use this process to Design, Build and Test integrated financial plans that structure income, optimize taxes, and assure effective wealth transfer. We continually monitor the plan and the investments making real-time adjustments as various life events unfold.
We call this process The Journey.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Send Message
Experience something completely different. Engineer a retirement that works! Contact Us Today!

Advisory Disclosure

Advisory services offered through J.W. Cole Advisors, Inc.  J.W. Cole Advisors, Inc. and Waterstone Financial are unaffiliated entities.  Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Check the background of your financial professional on FINRA’s BrokerCheck

Insurance Products are offered through Waterstone Financial LLC.    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.

Neither J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax nor accounting advice.

Upcoming Events

CyberSecurity Button

Cyber-Security & the Coming of the Drones

Join us to learn valuable techniques to secure your wealth and avoid identity theft. We will also discuss privacy concerns and the impact of advancing technology with an exciting and informative drone demonstration! Contact us to save your spot. Click above to RSVP.

© 2020 — Waterstone Financial 12597 New Brittany Blvd, Fort Myers, FL 33907 239-288-0977

  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us
Prev Next