"Financial & Retirement Planning"
Seller Rating
  (1) review(s)
Member Since: 7/30/2014
Offers: 5

Financial Planning

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.

General Information

Member Name:

WaterRock Global Asset Management LLC

Website:

www.waterrockglobal.com

Category:

Consultants


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Additional Information


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