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
Financial scams can be a threat to your financial security and well being. Some will pose as the IRS, others will prey on your emotional ties to your loved one. In most cases, the scammers are trying to catch you off guard. In our June 30 client letter we address some read...
Taking Time To Enjoy The Important Things In Life It is important to stop and enjoy the important things in life. Every year, my wife and I host a picnic for the people who mean the most to us. Some we don’t get to see as often as we would like. A lot of time and read...
The Issues with Trying to Maximize Social Security A lot of planning effort focuses on maximizing Social Security. One website claims there are 567 ways to claim you Social Security benefits. Maximizing Social Security generally requires delaying benefits until you are read...
Our March Client Letter Click Here, to read our March Client Letter. In this issue we address our reasons to be both optimistic and concerned about the stock market in the next few years. Thanks for reading! Click Image to Open the pdf file in a new windo read...
Realistic expectations about the future improves the planning process. And, it helps you make better decisions. The planning process involves computing future values of your retirement savings. To do these computations, we have to make assumptions about the future. read...