Financial Planning

WaterRock Global Asset Management LLC (1) reviews

A written analysis of your current situation with a blueprint to your financial future. We start by preparing a balance sheet (what you own and what you owe). Analyze cash flow including money coming in from sources like social security and pensions. Discuss future income needs and potential expenses. Analyze short, medium, and long term goals and expenses and analyze alternatives.

An advisory relationship begins with a conversation. Call us today.

Addresses

29 148th Ave

Suite 1

Bellevue, Washington 98008

United States

425-698-1463

Member Review

( 1 )