Waterman Wealth Strategies

Waterman Wealth Strategies Comprehensive Financial Services for Individuals and Businesses. Roxanne Waterman has been serving clients for THIRTY NINE YEARS! Waterman & Associates Inc.

Each of our agents has extensive personal and professional experience. Qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We believe one of the benefits of working with us is

our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our experience to help you pursue your financial goals. Securities offered through Securities America Inc. Member FINRA (www.FINRA.org) /SIPC(www.SIPC.org). Advisory services offered through Securities America Advisors, Inc., Roxanne Waterman, Representative. and the Securities America Companies are not affiliated. Securities America does not provide tax advice. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities licensed in the states of: CA, FL, OR, WA

Worried that inflation may rise in the years ahead? You’re not alone.
09/04/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Every year since 1947, the U.S. President pens an economics textbook.
09/02/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you have a will? Is it updated?
08/31/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/28/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/26/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Your ideal retirement may differ from reality, but we can work together to better align the two.
08/24/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

A home is the single largest financial commitment for most people. What mortgage fits you best?
08/21/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/19/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The savings rate is the government’s estimate of how much U.S. households are saving.
08/17/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
08/14/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

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West Linn, OR
97068

Telephone

+15035246974

Website

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