Financial Services Firm in Ohio | ING Financial Partners


 

Watson Financial Services is a firm committed to helping people achieve their long term financial goals. Reaching your long-term financial goals hinges on having the right plan that identifies your objectives -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task, but that is where Watson Financial Services steps in. As registered professionals we draw on years of financial experience when creating a long-term strategy that is right for you. Whether your concern is paying too much in fees, the cost of putting your kids through college, or not having enough income to last through your retirement, we can help.
 

As a professional, we will design an individualized strategy for your financial goals. That means, we will always put your interests first in all recommendation. We can help you develop a roadmap to reach your goals and to make wise decisions to improve your financial situation.

The process we follow in completing a total financial analysis consists of:
 

Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
 

  1. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
     
  2. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
     
  • Will I be able to retire early?
     
  • How much money will I need in order to retire?
     
  • What are my 401(k) plan distruibution options*?
     
  • Should I have a traditional IRA or a Roth IRA*?
     
  • Do I need disability income insurance? Long-term care insurance? 
     
  • Who can I contact to find out about wills, trusts, and probate**?
     

We offer financial products and services tailored to your individual needs. Watson Financial Services is committed to you for the long term.

*Registered representative of & securities offered through INGFinancial Partners, Member SIPC

**Please note that neither Voya Financial Advisors nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.