Services
Connect with an Advisor

Please provide your name and email and we will have a member of our team contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    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