Jess Watson

Financial Advisor

I work within my community, helping my clients with their financial goals and create plans to last their lifetimes and longer.

State(s) Licensed: IN, WI

Phone: 765-720-7207

Address:

19 1/2 South Indiana Street
Greencastle, IN 46135

Book my intro appointment

I work within my community, helping my clients with their financial goals and create plans to last their lifetimes and longer.

State(s) Licensed: IN, WI

Creating a financial plan for tomorrow, today.

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

Your Goals, and Your Values - Let's put your plans in motion

As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level.

My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy.

Seeing my clients succeed and meet their goals is my greatest blessing.

Areas we specialize in:

Financial planning for Individuals, Families, Young Professionals, Small Businesses, Faith Based Providers
Life Insurance and Disability Insurance Protection
Wealth and Investment Management
Brokerage and Managed Accounts
401k and IRA Setup, and Rollovers
Short-term, Mid-term and Long-term Goal Planning
Additional Care Planning & Expenses
Retirement Planning
Inheritance Options
Tax Efficient Planning and Savings Strategies for Every Season of Your Life
Tax Efficient Charity and Giving Back

Have you been asking yourself these questions?

I help my clients answer:

What should I do with my 401(k) from a previous employer?
When can I retire?
What will taxes look like in retirement?
What are the financial implications of a divorce?
What is a QDRO and do I need one?
How much life insurance do I need?
How do I create a budget?
What is a Roth IRA, and should I have one?
What happens if I'm unable to work or I lose my job?
Do I need a financial plan?
Will I run out of money in retirement?
What happens to my money after I'm gone?

Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned.

Schedule a Meeting with Jess:

In Person | Virtual - Zoom | Phone

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Location

Greencastle Office

Greencastle Office

Phone:: 765-720-7207

Hours

M – F: 9 a.m. – 5 p.m.

Address

19 1/2 South Indiana Street
Greencastle, IN 46135