Widows & Widowers
Widows & Widowers
When life takes a different turn, we are here to protect and guide you through the difficult times. Taking the critical actions today to prepare you for tomorrow. We help you evaluate where you are now and where you want to be in the future. Then, we build a financial life map that allows you to take control and live the life you desire with financial security and peace of mind.
Athletes & Entertainers
Athletes & Entertainers
In a world where many athletes or entertainers admit to being taken advantage of by family, friends and advisors, the question of who can you trust when it comes to your hard earned money should not be taken lightly. Answering this question will influence and guide the course of your life.
At LifeWater, we see people make costly mistakes on their journey to be independently wealthy. They pay too much in fees, receive unscrupulous advice, and take excessive risks that lead to stress and failure. We share knowledge and plans that empower you to achieve financial freedom and live the life you want. Get Lifewater and achieve lifelong financial security.
Pre & Post Retirees
Pre & Post Retirees
Whether you are entering your prime earning years or transitioning to the golden years of life, we craft a plan that positions you for lifelong financial security. Using disciplined investment strategies, we help you to live the life you want, as well as set up income streams that will coincide with retirement. We implement and manage a personalized investment portfolio to match each client’s specific needs, risk tolerance, and time horizon.
Individuals & Families
Individuals & Families
Have you ever faced a tough financial decision and wished you had a financial advisor with whom you could discuss your dilemma? At Lifewater, we are eager to understand your unique life circumstances. We offer a variety of solutions for individuals and families regardless of where you are on your financial journey. With the help of our holistic approach to planning, we help individuals and families achieve financial freedom and life the life they want.
Small & Medium Businesses
Small & Medium Businesses
Hiring the right advisor for your company's 401(k) or non-profit’s 403(b) retirement plan is one of the most critical decisions you will ever make as a plan sponsor. Contrary to popular view, the main purpose for hiring a retirement plan advisor is not to pick funds or chase the highest rate of returns. It is the knowledge of the process by which investments are prudently selected and fiduciary standards are put into practice that makes a good 401(k) or 403(b) retirement plan advisor indispensable.
Lifewater Wealth Management partners with companies to bring this knowledge and create value while helping minimize risk and cost. Our services are designed to enhance 401(k) plan performance, maximize value and help you manage your fiduciary responsibility.
Mid-Career Professionals
Mid-Career Professionals
At Lifewater, we know you are working hard to grow your career and build a secure and stable financial future. It is all too easy to lose track of your personal financial affairs. You are juggling kids, work, traffic, household, afterschool activities, PTA and many other life events. Life is short. Don’t let financial stress steal your joy and hinder you from living your dreams. We provide the support and guidance you need to build the life you want!
Get Lifewater, and achieve lifelong financial security.