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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

Archive


Category Archive for "Holiday Shopping"

FOX4TV – Holiday Spending Traps to Avoid

Dec 15, 2017

Get into the holiday spirit, but don't blow the budget!  The holiday season is a great time to get together with family and friends, but beware of extra expenses during the holiday season.  Make a plan - don't just "wing it", talk with loved ones about gift limits, make a list of who you're giving to.  Hosting Holiday parties can be a big expense - don't go overboard on new...

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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.

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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.

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  • 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