Our Services
Financial Planning
Watson Watson Financial Services provides strategies to help you grow, manage, and preserve your assets. Our team works collaboratively to ensure you have the tools you need to make informed decisions based on your short- and long-term objectives. The goal is to provide a vision of your financial independence.
Ensuring we understand where you are today, where you want to be in the future, and what is most important to you provides a basis to begin customizing your financial plan.
Working together, we’ll review all aspects of your financial life and then create the best possible long-term plan to help you achieve your goals.
We’ll thoroughly review your options and possible outcomes—considering every “what if” scenario to help you make an informed decision about your financial plan.
After performing a complete analysis, we’ll go through all your information together and determine the best approach to your financial situation and objectives.
Together, we’ll consider various products, review your options, and then put your plan into action.*
To help you stay on track, we’ll periodically evaluate your financial plan, review your goals, and make updates as needed to reflect changes in your situation.**
A Comprehensive Approach to Financial Planning
When it comes to managing your finances, we use an integrated approach that incorporates every aspect of your financial situation. We’re not just managing your assets and investments—we’re considering your financial well-being, goals, and dreams.
Our goal is to create a comprehensive plan that helps you reach your short-and long-term financial objectives. We want you to have more confidence knowing you’re moving along your path toward financial security.
Here’s the approach we take when developing your financial plan:
* You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner, or through another financial-services professional. If you choose to implement your plan with your Financial Planner, he or she may sell services and products to you in his or her capacities as (1) a registered representative of Pruco Securities, LLC, a registered broker-dealer, and/or (2) a licensed insurance agent of The Prudential Insurance Company of America and/or its insurer affiliates.
** You should review your progress toward goals periodically.
Your Path To Financial Freedom
At Watson Watson, we understand that the road to a successful financial future can be challenging—particularly if you have multiple financial needs. We’re here to provide guidance and support. We’ll review your situation and help you build a comprehensive financial plan.
Key elements of the roadmap include: