Waterside Financial Advisors, LLC

09/01/2026

✨ Meet Monica! ✨
We’re excited to welcome Monica to the Waterside Financial Advisors team as our new Client Services Coordinator!

Monica will often be one of the friendly voices you hear when you call our office. We’re excited for her to become a familiar face and a valued point of contact for our clients. She is joining us as an additional member of our team, helping us continue to provide the personal service and support our clients know and appreciate.

Please join us in giving Monica a warm Waterside welcome!

08/28/2026

🥃 Our Bourbon & Ci**rs Event is coming up! 🥃
Join us for an evening of bourbon tasting, fine ci**rs, and great company at Hidden Creek Estates on October 14.✨

We still have a few spots available! If you’re interested in joining us, RSVP today by calling 815-963-0461. 📞

We’d love to see you there! 🥃🤝✨

**rs

08/20/2026

One of our favorite highlights from Summer Bash! 🎨✨ As promised, here’s a look at the before and after of the interactive artwork created throughout the evening.

Thank you to Roni Golan for bringing this unique experience to life and creating a memorable piece of art that our guests could help shape throughout the night.

The artwork now has a place in our office, so stop by to see the finished piece in person!

08/06/2026

What an incredible evening at our annual Summer Bash – Smokehouse Soirée! 🤠🔥
Thank you to everyone who joined us for a night filled with delicious BBQ, handcrafted desserts, live music, dancing, boat rides, interactive live painting, signature cocktails, exciting raffle prizes, and—most importantly—wonderful conversations with the clients and guests who make our Waterside Financial Advisors community so special. 🍔🚤🎶

We truly appreciate the opportunity to spend time with all of you outside the office, create lasting memories, and celebrate another amazing summer together!

A special thank you to the incredible people and local businesses who helped bring our Smokehouse Soirée to life:
• Event Coordinator – Capstone Occasions 🎉
• Venue – Prairie Street Brewhouse 🍻
• Catering – Prairie Street Brewhouse 🍽
• Desserts – Cake One Five 🧁
• Live Painting – Roni Golan 🎨
• TShirts – Rockford Art Deli 👕
• Band – That 70's Band Chicagoland 🎤
• Line Dancing – Ms. LeMaster's School of Dance🕺

Thank you again to everyone who celebrated with us. We hope you enjoy a few of our favorite moments from the evening 📸

We're already looking forward to next year! 🌟

07/21/2026

💭 Retirement is often framed as “reaching a certain number,” but it’s really about building the life you want to live. How will you spend your time? 🏡Where do you want to live? What does a typical day look like? 🎨⛳✈️

The answers to those questions can have just as much impact on your financial plan as your savings goal. 📈 Looking beyond the numbers can help create a strategy that is more realistic, more intentional, and built around what matters most to you. ✨

🌟At Waterside, we believe financial planning isn't one-size-fits all. That's why we're here to help you build a personalized plan that supports your goals—today and for the years ahead.

07/16/2026

Rockford 815 Day is just ONE MONTH away! 🎉

Celebrate everything that makes Rockford special on August 15 with local events, hometown deals, community pride and plenty of ways to show your 815 spirit.

This year, the celebration gets even bigger with the first-ever RockYard Music Fest , presented by Foresight Bank, bringing two days of FREE live music, food, activities and riverfront fun to Davis Park on August 14 and 15. Friday ends with fireworks, and Saturday wraps up with a drone show over downtown Rockford. 🎶

07/10/2026

⏰ Just one month to go until our annual Waterside Summer Bash! 🎉 We're looking forward to celebrating with our amazing clients at this year's Smokehouse Soiree on August 5 at Prairie Street Brewing Co. 🔥🥩
If you haven't RSVP'd yet, there's still time! Give our office a call to reserve your spot—we'd love to see you there. 📞

‼️SAVE THE DATE‼️Our annual Waterside Summer Bash is BACK! And this year, we're turning up the heat with a Smokehouse Soiree you won't want to miss.🔥🥩

Great food, great company, and a one-of-a-kind evening...It all comes together on August 5 at Prairie Street Brewing Co. 🍻

We're especially excited to welcome Roni Golan, a talented Rockford-based interactive painter🎨, who will be creating a live experience you have to see to believe.

Be sure to RSVP to secure your spot!📞✨

07/02/2026

We wish everyone a safe, happy, and enjoyable holiday weekend!🇺🇸 Please note, our office will be closed Friday, July 3 in observance of the holiday. We will resume normal business hours on Monday, July 6. Happy 4th of July! 🎆🦅

06/26/2026

This week we had the opportunity to attend the 2026 Financial Integrators Business Builder Conference in downtown Chicago. It was an incredible few days filled with insightful presentations, meaningful conversations, and valuable networking with fellow financial professionals from across the country.

One of the highlights of the conference was hearing from keynote speaker Evy Poumpouras, former U.S. Secret Service Special Agent, who shared powerful insights on leadership, communication, the art of reading people, and building stronger professional relationships.

Thank you to Financial Integrators for hosting such a fantastic event, and to everyone who helped make this year’s conference such a worthwhile experience.

Here’s to continuing to learn, connect, and grow!