Financial Planning Services

Service Offerings PDF

Personal financial planning is a lifelong process to help you reach your financial goals and objectives. Because the strategies we recommend will have a long-term impact on your life, we invest a great deal of time getting to know you both personally and professionally.

Relying on a holistic philosophy of financial planning, we will gain an in-depth understanding of your entire financial picture. Our disciplined process helps us accurately identify concerns and opportunities and make recommendations to help you set and prioritize your goals.

With your goals in mind, we assist with implementing your financial plan. We regularly monitor your plan's progress and assist you with changes that inevitably occur as life progresses.

Unbiased, unique, comprehensive financial planning strategies guide everything we do at Waterford Advisors. Strategies include:

True financial planning is about creating a strategy that results in a road map to success. We take a comprehensive view of your current lifestyle, income, and personal relationships; establish clear, realistic goals for the future; and set a sound course to achieve those objectives.     


Other Services

Waterford Advisors provides additional services which include, but are certainly not limited to, these areas:

  • Social Security Optimization Strategies
  • Business Succession Planning
  • Buy/Sell Agreements
  • Disability Buy-Out Arrangements
  • Business Valuation Services
  • Residential/Commercial Mortgage Assistance
  • Budgeting and Bookkeeping