Jim and Neal Watson have more than 50 years of combined experience helping their clients manage their money. Along with their technical skills as financial advisors, their experiences through both good times and bad provide a solid foundation to you with your financial situation.
Primarily we work with retirees and people who are planning to retire within the next ten years. We also help small business owners create effective retirement plan solutions for their companies which help the key people meet their longer term goals. We also have significant experience working with younger people who are aggressively accumulating assets for their future.
Most importantly, we have structured our business as financial advisors to be flexible, affordable, and client friendly. Please click here to learn more.
After decades in the work force, it is time for many clients to begin the next chapter of their lives.Read More
Thinking About Retiring
For many, we help them take a look at what is possible, and make suggestions to hopefully improve their situation in the future.Read More
Saving for Children
Saving for kids involves a small amount of complexity, and making your savings methods align with your wishes is important.Read More
Small Business Owners
Being a small business owner also creates unique opportunities to accumulate assets for retirement and diversify your assets.Read More
The Asset Allocation Quilt 2003-2017 Some people refer to the picture below as an asset allocation quilt. Others might call it the “periodic table of investment returns.” It resembles the chart of elements we used to see in science class. (Click here to dow read...
Please note: This video does not represent the views or opinions of Fleming Watson Financial Advisors. It is offered as a humorous look at the new found interest in crypto currencies.
How bout them apples pic.twitter.com/pJYXvjSnC1 — StockTwits (@StockTwits) December 13,...
Have you seen this thing called Bitcoin? It is up a gajillion percent since January and people are getting rich! They say these crypto-currencies are the money of the future. Does this sound familiar? It rhymes an awful lot like the tech boom of the late 1990’s. read...
People always ask what we think the stock market will do in the upcoming year. The true answer—”We have no idea”—is not exciting. But making accurate predictions about something so complex isn’t easy. Here is an article written by CNBC on January 3rd read...