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Fee Based Personal Financial Planning Services

Retirement income planning, education planning, tax and estate planning and risk management services are components of a larger, more comprehensive financial plan designed to pursue multiple financial and lifestyle goals.

Our four-step process guides you along the path toward financial independence, ensuring you can pursue your goals with confidence.

Discovery
Gaining a firm understanding of your current situation and future goals is important to the overall success of the financial strategy we develop. We listen carefully to discover your needs, determine your risk tolerance and begin to identify the proper path for your unique circumstances.

Education
After we analyze and assess your current financial situation, we educate you on the marketplace and potential strategies that can help you meet your objectives.

Recommendation
We share all our findings with you and work with you to select the strategies you feel most comfortable with as we develop a financial plan aligned with your vision for the future.

Implementation and Active Management
Once you are satisfied with the path we recommend, we not only implement your plan, but review and monitor it on an ongoing basis to ensure you are staying on track.

Investment Management

You require attentive and effective asset management to optimize your investment strategy. Learn more

 Retirement Planning

Retirement looks and feels different to each individual. Waterstone’s innovative and personal approach makes it one of Tulsa’s premier investment companies. Learn more

Risk Management Solutions

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Learn more

Long-Term Care

Long-term care insurance can help families manage the financial impact of home health care, assisted living, or nursing home expenses. Learn more

Education Planning

Whether you are paying higher education costs now or saving for the future, it is important to ensure that your education strategy is compatible with pursuing your retirement goals. Learn more

Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Learn more

Legacy Planning & Charitable Giving

Planning your legacy involves far more than financial considerations. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones. Learn more