Welcome to Waterhouse Financial
A Trusted Advisor
Jessica Waterhouse is an independent financial advisor focused on financial planning using income analysis, asset protection strategies and investment management. She works with clients of all ages on creating retirement income for the future including Social Security claiming strategies. She has developed her business by building and maintaining close, trusted relationships with her clients.
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Recent News
In Need of Tax-free Income in Retirement? Consider Life Insurance
When you think about tax-free ...
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Lowering Interest Rates: Good for the Economy and the Markets?
Interest rates can positively ...
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Inflation and Taxes Could Rise. Are You Ready for Retirement?
Americans are starting to see ...
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Need to Roll Over Your 401(k)? Consider a Fixed-Indexed Annuity
When you leave your employer, ...
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Client-Professional Communicating During Times of Uncertainty
During times of uncertainty, ...
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The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know
The CARES Act (The ...
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COVID-19: Negatively Impacting the Social Security Retirement System
COVID-19 has changed the way ...
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In Need of Tax-free Income in Retirement? Consider Life Insurance
When you think about tax-free ...
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Crisis Preparation: 3 Things for Safeguarding Your Financial Future
Safeguarding your financial ...
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HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?
The term HENRY (High Earners ...
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Green Lending in the United States: Benefits for Sustainability and Debtors
A growing trend in global ...
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Do You Have a Coordinated Retirement Blueprint?
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.