Coleman & Waters, P.A.

Our firm can provide personal financial planning to clients who desire such a service. This includes investments, insurance (both life & health), retirement planning and estate planning.

To better serve you, Coleman & Waters, P.A. is associated with local firms that specialize in financial planning. We have found their technical expertise and integrity to be excellent.

Each tax season, we should briefly touch upon financial planning issues at the client tax interview; we will schedule a joint meeting with a local affiliate only if there is further interest on your part. 

investments:

life, health, retirement and estate planning