is a boutique wealth advisory firm dedicated to your financial success.
James Gallagher, President and founder of Waterstone Financial has engineered the SIPS Retirement Planning System that helps clients understand what their financial future may look like...
Planning for Secure Retirement Income
Preserving Assets and Reducing Taxes
Maximizing Potential Legacy
The SIPS Retirement Planning System has become so successful that it is now marketed to other Financial Advisors across the country. James has become known as The Retirement Engineer, working with his clients and mentoring other advisors to create retirement plans that are comprehensive yet easy to understand.
At Waterstone Financial, our friendly and efficient staff is dedicated to providing outstanding customer service to our clients. Our high standards of professionalism and work ethics create a positive, comfortable environment for you, our clients.
Making the right decisions about finances for your retirement can be a daunting task. Having these questions addressed may be some of the most important in your life…
Will we be able to maintain our lifestyle?
Will we have enough money?
What will our financial legacy be?
For a free, no obligation consultation about your financial future please call us at 239-288-0977 or e-mail us at firstname.lastname@example.org
Income Tax Preparation
A $250 Value
We offer a comprehensive retirement, tax
and income planning review upon request.
Call for your Appointment