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.
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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 term “Fiduciary” has received a significant amount of attention lately. Spurred by the Department of Labor’s Fiduciary Rule, we look at what it means and how it may affect you and your savings.
With Dow 20K in the rear view mirror and a polarized political climate, is a stock market correction on the horizon?