Our Services

Our purpose is to create life-long relationships with our clients and their families by bringing simplicity and confidence to their financial lives.

We’ll take time to listen and understand your unique situation and needs, then craft a thoughtful financial plan for you. Our services include:

  • Social Security Planning
  • Medicare Planning
  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Corporate Retirement Plans
  • Financial Planning
  • Long-Term Care Planning
  • A Holistic Approach
  • And more

CalmWater Financial Group is the independent financial planning firm that simplifies your financial life by providing credible knowledge and trusted service to you and those you love.

Regardless of how simple or complex your situation is, we strive to make the outcome as efficient and effective as possible for you.

How can we create financial confidence for you?

Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.