Watermark is a team dedicated to serving clients that desire assistance with managing their financial situation. While focusing on the protection and accumulation of wealth, we understand money is not important but what it allows you to do is. Our team focuses on Financial Planning, Business Consulting, and Retirement Plan Services.
Mission – To help clients achieve financial independence and be intentional about doing what is truly important to them.
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
