Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Waterman & Associates Inc

We are a Purpose Driven company with the call to keep alive:

                 • The visions of families

                 • The aspirations of small business owners

                 • The grace and independence of seniors

For us, it isn't just a's a calling ­— a cause.

This is work that inspires greatness and changes the world. Together we have the power to help this diverse nation pursue peace in the home, community, state, nation and world.


Phone: Office: 503-524-6974 Fax: 503-922-0515
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck