Waterford Advisors Services
Your Financial Goals, Our Comprehensive Guidance.
At Waterford Advisors, we understand that your financial life is multifaceted, with unique goals, challenges, and opportunities. That’s why we offer a comprehensive suite of services designed to address every aspect of your financial well-being. From building foundational plans to navigating complex investment and legacy decisions, our team is here to provide the expert, personalized guidance you need – every step of the way. Explore how our dedicated approach can empower your financial journey.
Retirement Planning
Whether retirement is decades away or just around the corner, we help you prepare for a fulfilling next chapter. From accumulating assets to creating sustainable income streams in retirement, our planning process is designed to give you security and peace of mind.
Investment Advisory
Navigate the complexities of investing with a disciplined, goal-oriented partner. Our philosophy centers on long-term strategies, thorough research, and aligning your portfolio directly with your financial plan, helping you build and preserve wealth with confidence.
Tax & Estate Planning
Plan with foresight to minimize tax burdens and ensure your legacy is preserved according to your wishes. We offer strategic tax planning and thoughtful estate guidance, helping you make informed decisions that benefit you today and your loved ones tomorrow.
Risk Management
Life is full of uncertainties. We help you identify potential financial risks and implement strategies, including appropriate insurance solutions, to protect your assets, your income, and your family’s future from the unexpected.
Business Owner Services
As a business owner, your personal and business finances are often intertwined. We offer specialized guidance in areas like employer-sponsored retirement plan design, business succession planning, and buy-sell agreements to help you protect your enterprise and plan for your eventual transition.
Other Services
We know financial planning extends well beyond just preparing for retirement. We’re happy to work with our clients to meet other financial needs, such as:
Education Planning
Elder Care Planning
Social Security Optimization Analysis
Debt Management
Budgeting and Bookkeeping
And more!
Business Services
Your Business, Your Vision, Our Financial Expertise.
As a business owner, you navigate a unique set of financial challenges and opportunities, where your personal success is often deeply intertwined with that of your company. At Waterford Advisors, we understand the complexities you face, and offer specialized financial guidance tailored to help you protect your business, reward your employees, and plan for your future with clarity and confidence.
Employer-Sponsored Retirement Plans
Attract and retain top talent while planning for your own retirement. We assist with the design, implementation, and ongoing maintenance of effective retirement plans (like 401(k)s and SIMPLE IRAs), helping you manage fiduciary responsibilities and empower your employees’ financial futures.
Business Succession & Transition Planning
What’s next for your business? Whether you’re planning to transition ownership to family, key employees, or an outside buyer, we help you develop a comprehensive succession plan that aligns with your financial goals, timeline, and desire to see your legacy preserved.
Risk Management for Your Enterprise
Protect the business you’ve worked so hard to build. We can help you identify key operational and financial risks and explore strategies to mitigate them, including solutions like Key Person insurance and funding mechanisms for Buy-Sell agreements, ensuring stability and continuity.
Book a complementary confidential consultation to learn more about any of these services, and to learn how Waterford Advisors can help with your financial needs.
