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Financial Advisors in Winchester, VA

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July 9, 2019 By ryanoates

How much do I need to save for retirement?

Simple question with a complicated answer.  General rule of thumb on how much you should save for retirement is 10% of your pay from the time you are about 25 years old until normal retirement age of 65.  Below are some key considerations. START EARLY! Above all, the most important …

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June 28, 2019 By ryanoates

Do I need Estate Planning?

Do I need Estate Planning?  We get this question a lot and the answer is……. Maybe! Ok, I know, that isn’t much of an answer, but let’s dig a little deeper. Here is a three step test to see if you need Estate Planning! ASSETS FIRST, what type of assets do you own? Do you have multiple assets …

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March 18, 2019 By ryanoates

Key terms to know about your retirement plan…

One of the biggest reasons people don't participate in their company's retirement plan, is they don't understand a lot of the terms used in plan documents. Here are some simple ways to think about these terms. INVESTMENTS Default Investment Option - Sometimes referred to as a QDIA. This …

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Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Water Street Financial are separate entities from LPL Financial.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, WV, SC, PA, NC.

Tommy Stine and Garrett Rohrbaugh are solely investment advisor representatives of Wealthcare Advisory Partners, and not affiliated with LPL Financial. Any opinions or views expressed by Wealthcare Advisory Partners are his/her own and are not those of LPL Financial.

Contact Info

Water Street Financial
40 West Piccadilly Street
Winchester, VA 22601

540-450-8351
info@waterstreetfinancial.com

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