Guiding pre-retirees and retirees through the uncertainty and stress of the retirement process

We provide the answers pre-retirees and retirees need about social security, taxes, health and Medicare insurance, investments, and income. We coordinate all of the professionals and assist with the paperwork so that you can make the best decisions about your retirement and your money.

For Employers

Offering retirement and financial planning services as an employee benefit allows your employees to prepare for a successful transition into retirement. This allows employers to reduce healthcare premiums, lower wage levels, and retain new talent by providing career growth.

For Individuals

Eliminates the guess work of retiring and allows you to navigate the retirement process with answers you need to make informed decisions and get the most out of your retirement dollars.

The Exclusive Retirement Planning Concierge Program

Our goal is to help you plan for and live a successful retirement. We provide straight-forward, no-nonsense facts about your money and your life so that you can make the best decisions possible. We provide all the professionals working in tandem together for your best interest, assist with the paperwork for 401k’s, pensions, and Social Security, and provide a full financial and income plan. It is a true accomplishment to retire after a lifetime of hard work. We want to help you realize your achievement with the least amount of stress and hassle.

The Retirement Planning Concierge

The Retirement Planning Concierge seamlessly bundles the services and tools that help make retiring more secure, less stressful, and often less costly. We help you to relax, retire and know it’s done right. You can feel confident that you have made the best decisions possible and you can move on with your life being retired and free to pursue all the things you’ve dreamed of doing.

FOR INDIVIDUALS

Dedicated Retirement Planning Concierge

A professional that will take care of all the paperwork and coordinate the details of your retirement process.

Professional Guidance

We provide all the professionals working as a team with your best interest in mind. We guide you through Financial Planning for your Retirement, Social Security Analysis with a Registered Social Security Analyst, Tax concerns with our CPA, Health Insurance/Medicare Specialist, and Estate Planning.

Less Stress

Many folks say that the process of retiring is stressful. There are countless decisions to be made and so much pressure not to make a mistake. You only have one chance to get the retirement thing right!

Cut Costs

The cost of delayed retirements can significantly affect your company’s bottom line in the form of higher salaries for older workers, lack of upward mobility of younger talent, and increased employer healthcare costs.

Reduce Administrative Burden

Most retirement advice related to financial planning, Social Security, and health insurance/Medicare is outside the scope of knowledge for HR Benefits professionals and increases potential for liability concerns for the company. This financial wellness/retirement readiness employee benefit provides real value for both your employees and your business.

Boost Productivity

Our financial resources and concierge services can assist you in providing benefits that increase your employees’ financial wellness, help reduce their stress and boost morale.

The Bucket List is a Powerful Tool

We want to help you identify your goals, and then design your money around your life. Our proprietary financial planning process called “My Bucket List: Dream.Plan.Do” was designed specifically with our clients in mind. It helps make financial planning more enjoyable, and can help reduce stress because it is focused on helping you make conscious decisions about what you want your life to look like.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

This communication is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

The Retirement Planning Concierge is by Waterstone Private Wealth Management
Melanie Hasty-Grant is the Owner/Wealth Advisor at Waterstone Private Wealth Management
9500 N 129th E Ave, Suite 106, Owasso, OK 74055; Phone: 866-765-5287; Phone: 918-272-1120; Fax: 918-272-1132

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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