Chalfont • Philadelphia • 215.997-7778
David S. Waters, partner of Great Oak Financial, Inc., is a Certified Financial Planner. David offers an array of financial planning programs, such as:
- Comprehensive Financial Plan - Analyzing your current situation and recommending methods and products to help you reach your goals.
- Asset Allocation Analysis - Helping you develop an investment strategy that matches your investments with your risk tolerance.
- Estate Planning - Minimizing estate taxes along with analyzing your goals for your family and utilizing current insurance products to reach them.
- Retirement Planning - Determining the best plans for your business. Defined Benefits Plans, 401(k), 412(i), 457, 403, and other plans are available.
- College Planning - How to qualify for financial aid. Best ways to save for college expenses.
David S. Waters is a Series 7 and Series 24 licensee.
Securities offered through Linsco/Private Ledger.
Unbiased Research Identifying Attractive Investment Opportunities
Our key strengths are independent analysis and objective recommendations. The financial consultants at Professional Planning Associates are also registered representatives with and offer securities and financial planning through LPL Financial, Member FINRA/SIPC.
Great Oak Financial
1300 Horizon Drive • Suite 103
Chalfont, PA 18914