Yes, we can work with clients all over the country. We have the ability to meet virtually and share data using the latest security features. With just one click you'll be able to view our computer screen and connect to the audio through your headset or telephone.
Our initial meeting is complimentary, enabling us both to ensure we’re a good fit for each other.
Yes. Unlike many firms, we do not have income level or net worth minimums. We realize that everyone has financial needs. We think there should be an objective resource where people can get answers to their financial questions without having to turn over management of their assets or meet minimum requirements.
LIFEWATER Wealth Management never has custody — physical possession or access to your money. Client assets are held at TD Ameritrade Institutional in an account registered in your name and social security number, or a tax identification number for trust accounts. LIFEWATER will not hold custody of your assets or investment accounts.
While your financial planner may make a different recommendation based on your particular circumstances, it's a good idea to see him or her once a year. You should also consider making an appointment in anticipation of life-changing events such as marriage, the birth of a child, divorce, or after inheriting a large amount of money.
As mentioned above, there are numerous benefits to working with a financial planner to help create your financial planning road map. One of the key benefits is that a well-constructed, implemented and monitored financial plan may allow you to reach financial independence quicker than if no plan of action was formulated. For many clients, financial independence gives them the ability to stop regular employment knowing they have sufficient retirement income to maintain their desired lifestyle for the rest of their life and provide for their loved ones.