I’m about to retire, what do I need to do?
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About Watershed Financial Solutions
Watershed Financial Solutions was formed to assist clients in the much-needed preparation for an uncertain financial future. We strongly believe and implement a holistic approach in our business practices. Any solid approach needs to listen and take the client’s entire situation into account before making any recommendations. Whatever your experience is with money we come along side to help with wealth accumulation, legacy building, estate transfer, or business protection. A structured approach will always serve the client best. Our passion is to identify the issues and solve the problems people face when making the necessary decisions to ensure their financial future.