David S. Waters, partner of Great Oak Financial, Inc., is a Certified Financial Planner.  David offers an array of financial planning programs, such as:

1. Comprehensive Financial Plan - Analyzing your current situation and recommending methods and products to help you reach your goals.
2. Asset Allocation Analysis - Helping you develop an investment strategy that matches your investments with your risk tolerance.
3. Estate Planning - Minimizing estate taxes along with analyzing your goals for your family and utilizing current insurance products to reach them.
4. Retirement Planning - Determining the best plans for your business.  Defined Benefits Plans, 401(k), 412(i), 457, 403, and other plans are available.
5. 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.