Products and services that are aligned with your goals and priorities.
Planning. Insurance. Investments. There are many financial products and services to consider. As we work with you, we ask about your needs. Your aspirations. Your causes. Then, with purpose - we offer solutions that will provide clarity about where you're at — and confidence for where you're headed.
Personal Financial Services
Individual. Couple. Family. We address you as a key component to a greater plan. Gathering Waters Financial Group uses our financial background and experience along with product and service tools to unlock your path toward clarity and wellness.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
