Small Business Owners
Well, there is nothing small about running your own business. At Water Street, we understand the unique challenges that go along with that. After all, we are also a small business that is locally owned and operated.
We would welcome the opportunity to be your partner in facing the challenges that come with this rewarding endeavor and help you manage your efforts!
Our team of professionals can help you identify ways to make the most of your time and money.
Non-Profits and Endowments
The work that you do benefits your community every day. We realize that you wear many hats and, as such, have many responsibilities.
Let our team of professionals help you navigate those roles and ensure that the generous donations you receive are being managed. We assist many non-profits with their endowments and other financial needs.
We would love to work with you!
High Net-Worth Individuals
You may not realize it, but being a high net-worth person has its own set of unique considerations.
Do you have the proper estate plan? Do you have the correct documents in place? Have you considered tax consequences of your withdrawals? Is your family taken care of the way you want? Do your investments and your plan match?
These are all questions we can help answer. If you want to enjoy life while someone else worries about these issues, then Water Street may be the right fit for you!
You are a rising leader and with that comes its own set of challenges.
Whether you are rising up the ranks of a large corporation or a small business, in a big city or small town, you face circumstances that require a plan of action. These are the most important years to determine your financial future.
Attempting to juggle the many responsibilities filling your time, such as your professional ascent, starting a family, moving multiple times, attending your child’s sporting events, and saving for their college, can be daunting.
At Water Street, we can help build a Financial Life Plan and make sure you are sticking to it, allowing you to enjoy these years. These can be the best years of your life or the most stressful! Let us help with that!
You may think that since you are already retired, your time for financial planning is over. Actually, its just beginning.
There are many considerations during retirement, such as: Are you taking the appropriate amount of risk in your portfolio? Is your estate plan up to date? Are you withdrawing too much or too little? Will you run out of money?
These are just a few of the issues we help address. We would love to show you the value we can add to your retirement years.
Whether it is marriage, a new job, divorce, the death of a loved one, your first child, or any major life transition, we can help!
Your Financial Life Plan should be flexible and adapt with you as you move through life. A static plan is only good for a few minutes, and after that, your life has already changed and that plan is outdated.
Let us walk you through our Goals-Driven Experience and develop your personalized Financial Life Plan! Then, the best part, we monitor it for you so you can enjoy life!
We can help by evaluating your employee benefits offering, developing strategies to reward key employees, creating a better experience for all employees, improving retirement readiness, and many other areas!
A lot of times, businesses don’t realize the responsibilities they have to ensure their employees have the tools necessary to prepare for life after work.
Let us EMPOWER you to provide comprehensive benefits to your employees.