Broker Check


Imagine your retirement as if it were a mountain. For the past 30 or so years, you’ve been slowly advancing towards its peak, each day of your career another step closer to the crest. Upon reaching your summit, what will you feel? Perhaps you’ll look behind you and feel immense pride in the trail you’ve trekked or look around you and feel joy in finally making it to this great height. But, as you turn and face your descent, is it confidence or fear that overcomes you?

Utilizing the tools you’ve already gathered, such as 401ks, IRAs, annuities, and more, Watermark Wealth Strategies can map your transition to retirement long before you arrive at your apex. Then, as you approach your chosen retirement date, we’ll review the services we’ve put in place to sustain your lifestyle and introduce any new strategies you’ll need on the downhill slope. Our aim is for you to stand at the top on your final day of work seeing only the possibilities, not the vulnerabilities, that await you in your second act.