Services

Investment Management

At Waterford Wealth Management, our primary goal when managing your assets is to preserve your hard-earned capital. Our second goal is to grow and manage your portfolio using an asset allocation risk profile that is personalized to fit your unique circumstances. We build a portfolio that is specifically tailored to you and your situation to help you reach your financial goals. Here are some of the ways we manage investments:

• Preservation of Capital with Growth
• Personalized Risk Profile
• Individually Owned Assets
• Tailored Investment Strategy
• Regular Portfolio Reviews

Comprehensive Financial Planning

As a valued Waterford Wealth Management client, we understand your personal financial situation is unique and should be treated as such. Here you will receive objective financial advice from our team of accredited advisors, who will work with you to establish your financial needs and goals, as well as a comprehensive plan to help you get there. Below are the steps we take with you to develop your personalized plan:

1. Organize Financial Life
2. Identify Goals & Areas of Improvement
3. Develop a Customized Plans
4. Implement Plan
5. Monitor/Review Plan Over Agreed Time Periods

 Insurance Solutions

• Life Insurance
• Annuities
• Long-term care
• Estate planning
• Pension plans
  

Other

• Retirement plans
• IRA
• 401k
• Defined benefit
• Deferred compensation plans
• 401k service distributions
• 401k rollovers