we have the systems in place to help

Waterford, in alliance with Waterford Solutions, Inc, provides the solution to organizing, tracking, payment and financial reconciliation of the day-to –day personal financial management and financial planning.

Waterford acts as the family/company CFO

• implementing personal budgets

• spending plans and tax planning

• functions in the role of bill pay and reporting

• administers technology support

• management of the knowledge base

• compliance through internal controls