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Welcome to Watermark Financial. No matter what your financial goals, Watermark Financial can help you achieve them. From planning for retirement, managing an inheritance or changing jobs to getting married or divorced, buying a house or setting up a college fund, we can provide you with the tools you need to succeed. We offer a wide array of financial services for every stage of life. Please see the "Services We Offer" tab for more information on ways we can help you meet your goals. The Cost of Credit.

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Home - Watermark Financial | watermarkfinancial.net Reviews

https://watermarkfinancial.net

Welcome to Watermark Financial. No matter what your financial goals, Watermark Financial can help you achieve them. From planning for retirement, managing an inheritance or changing jobs to getting married or divorced, buying a house or setting up a college fund, we can provide you with the tools you need to succeed. We offer a wide array of financial services for every stage of life. Please see the "Services We Offer" tab for more information on ways we can help you meet your goals. The Cost of Credit.

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1

Services We Offer - Watermark Financial

http://www.watermarkfinancial.net/Custom.aspx?apId=35108

Of this financial professional on FINRA's BrokerCheck. Lisa Turbeville and Katie Markowski. Retirement is a whole new phase of your life. How will you pay for it? How much will you need and where will it come from? We can get you on the right track with suitable investments and sensible withdrawals. Have you changed jobs recently? Are you wondering what to do with your 401k? Do you have several old 401ks or IRAs from a number of previous employers? Have you inherited assets from a loved one? Divorcing ca...

2

Life Events - Watermark Financial

http://www.watermarkfinancial.net/LifeEvents.aspx

Of this financial professional on FINRA's BrokerCheck. Lisa Turbeville and Katie Markowski. Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life. Planning for Business Succession. Caring for an Aging Parent. Merging Your Money When You Marry. Remarriage and Prenuptial Agreements. Remarriage: Sharing Assets and Debts. If you're thinking ab...

3

e-Seminars - Watermark Financial

http://www.watermarkfinancial.net/ELearning.aspx

Of this financial professional on FINRA's BrokerCheck. Lisa Turbeville and Katie Markowski. The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more. An Introduction to Annuities. Planning for Long-Term Care. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable w...

4

Newsletters - Watermark Financial

http://www.watermarkfinancial.net/Newsletters.aspx?docID=5880

Of this financial professional on FINRA's BrokerCheck. Lisa Turbeville and Katie Markowski. The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits. Quiz: Test Your Interest Rate Knowledge. How to Get a Bigger Social Security Retirement Benefit. The Importance of Saving for Retirement at a Young Age.

5

Tell A Friend - Watermark Financial

http://www.watermarkfinancial.net/TellAFriend.aspx

Of this financial professional on FINRA's BrokerCheck. Lisa Turbeville and Katie Markowski. E-mail a Friend about this website. The following website url will be included at the top of the message:. Http:/ www.watermarkfinancial.net (Watermark Financial). Here is a financial services website I thought you might like to view. Type the code from the image. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reli...

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Superannuation & Retirement. Investment & Wealth Creation. What’s Happening at Watermark. News Articles: Michelle Millsom. News Articles: Neil Oxley. Most Australians say they manage debt wisely. However, some say they make only minimum repayments and others say they get into debt by buying things they can’t afford! Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources in order to achieve your financial goals.

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Home - Watermark Financial

Welcome to Watermark Financial. No matter what your financial goals, Watermark Financial can help you achieve them. From planning for retirement, managing an inheritance or changing jobs to getting married or divorced, buying a house or setting up a college fund, we can provide you with the tools you need to succeed. We offer a wide array of financial services for every stage of life. Please see the "Services We Offer" tab for more information on ways we can help you meet your goals. The Cost of Credit.

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Watermark Financial Services, Inc. We are conveniently located at 2555 E. Calumet Street in Appleton, WI. One mile west of the intersection of Highway KK (Calumet Street) and Highway 441. Our phone number is 920-734-2555. At Watermark Financial Services, Inc., it is our business to provide you with the services and the investment products that aim to help preserve your assets and help them grow. We work with you to help you determine what's important to you in your life. Friday, August 14, 2015.

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