Waterstone Financial your trusted source for comprehensive retirement, tax, and income planning services with offices in Fort Myers and Punta Gorda Florida . Managing money wisely is all about being knowledgeable of your options and making informed choices, which is why we excel at this business. Our firm is committed to the financial security of our clients and we are proud to provide exemplary customer service, while displaying the highest standards of ethics and professional knowledge. Our unique approach to financial planning brings easy-to understand cost and risk analysis designed for our current economic conditions.
Karla White specializes in giving financial advice to recently widowed persons, those facing terminal illness, as well as developing plans for a healthy financial future. As a widow, she fully understands the importance of having someone help those recently widowed walk through all the financial changes that they will face. Karla focuses on both immediate and long-term financial issues, helping people navigate through a most difficult journey.
Karla knows that everything can change in an instant when coping with a terminal illness or death of a spouse. She understands that financial matters are the last thing on your mind. If you want to ensure that your loved ones and hard earned assets are protected, then plan now when you are still healthy and insurable. Karla can help you sort through your financial and retirement savings accounts and other assets to ensure that you have a healthy financial future for your loved ones.
- Financial Planning Structured Income Planning, 3 Step Review, Retirement Planning
- Tax Services Tax Planning, Tax Preparation
- Wealth Management Estate Planning, Asset Protection
- Insurance Insurance Planning, Life Insurance and Annuities.
Karla uses an integrated approach to build plans around your individual circumstance, your goals, and your income needs: financial solutions that make sense to you. Karla can use her experiences and financial expertise to educate you. She will ensure that you have all the necessary information and give you simple explanations so that you know exactly what needs to take place before the inevitable strikes your family.
Punta Gorda Office 6210 Scott Street, Global Financial Suite 117 Punta Gorda, FL, 33950 941-621-2108
Fort Myers Office 12597 New Brittany Blvd., Fort Myers, FL 33907 239-288-0977