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.

Whether you are still working or have already retired, a sound strategy is critical to:

  • Meeting your retirement income needs and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are well-funded

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income – now and during retirement
  • Evaluate the variables in your retirement plan to work towards success with your objectives

Our retirement planning services include:

  • Retirement income planning
  • Employee benefits planning
  • 401(k), annuity and pension strategies
  • Long-term care planning
  • Employee benefits
  • Employee retirement plans
  • Life, disability and health insurance