Financial Planning
Waters, Parkerson & Co.’s financial planning services provide clients the information needed to ask the right questions and make the necessary decisions in all financial aspects of their lives.
Our advisors offer objective advice on:
Estate Planning
Last Will and Power of Attorney Reviews
Trust Reviews
Wealth Transfer Advice
Charitable Giving/Donor-advised Funds
Life Insurance Analysis
Tax Efficiency
Gain and Loss Analysis
Maximizing After-tax returns
Educational Savings Advice
Retirement Planning
Social Security and Medicare Analysis
Asset Consolidation
Tax Strategy and Planning
Cash Flow Management
Income and Expense Projections
Withdrawal Analysis
Retirement Distribution Management
The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Waters Parkerson & Co. does not serve as an attorney, accountant or insurance agent. Waters Parkerson & Co. does not prepare legal documents or tax returns, nor does it sell insurance products.