Our Financial Advisory Services
Financial Service Offerings
Watercolor Financial’s mission is to stand beside you and help you navigate your financial path through planning and portfolio management—no matter what the markets or your life may bring. We help you paint your life's journey. Here are some of the services we provide:​​​
Financial Planning Services
We help you plan for the important transitions in your life. We want to help you live fully now, while also preparing for your longest-term financial goals.
Investment Management
We help you manage your money when you do not have the time, interest, or expertise to do so on your own.
Tax Planning
Many tax preparers no longer provide proactive recommendations, so you may be missing tax opportunities. Our team will analyze your tax situation annually and make and implement recommendations that are specific to you.
Retirement Planning
We help you not only decide when to retire, but help you visualize what your life will look like in retirement. We can help you plan for social security income and health care costs.
Charitable Giving
Charitable contributions can be an important part of your estate, tax, and financial planning. We will help you formalize your giving strategy with an eye towards tax-efficient philanthropy.
Record Management & Organization
We offer technology to keep your information secure and in one place. We can be that one other trusted entity that knows your preferences and your wishes.
