A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Upcoming Events

Watermark will have its own luxury suite on the 16th hole again this year, at the Phoenix Waste Management Golf Tournament. Clients with their referrals will have exclusive access to unlimited food and adult beverages, and a coveted birds-eye-view of all the tournament action and excitement for which the 16th hole is infamous.
January 29, 2020 - February 2, 2020
9:00a - 6:00p

This event has been pushed back a week! Watermark clients and their referrals are invited to celebrate Chinese New Year with us and enjoy some delicious Chinese cuisine from a local food truck vendor. Come on by and join us in raising a glass to the year of the rat. Bring your workmates, friends and family along, as we love meeting new people and hearing them say, "I wish my financial advisor had events like this."
February 12, 2020
4:30p - 6:00p

Date and details coming soon!
February 21, 2020

Office:	480-464-9300
Fax:	888-990-2151