About

About Us

About Us

We’re here for you, 

no matter your stage in life

Sue Waters serves clients in the Midwest and Northeast regions with her PEARLFormula™ to help clients craft financial and retirement plans to address tax strategies, charitable contributions, estate issues, asset allocation, income stability, insurance needs and business succession. 

We’re here for you, 

no matter your stage in life

Sue Waters serves clients in the Midwest and Northeast regions with her PEARLFormula™ to help clients craft financial and retirement plans to address tax strategies, charitable contributions, estate issues, asset allocation, income stability, insurance needs and business succession. 

Sue Waters

Think of Sue Waters as your financial guide. She can help you identify financial goals and inspire you to stick with a plan as you work toward your vision. She knows from personal experience that finances can impact every area of our lives. When you have a plan for your money, it’s possible to be more generous, focus on your career and family, or just have the flexibility and freedom to keep life interesting. Sue splits her time between Lee’s Summit, Missouri and Stony Brook, NY so she has plenty of time with family and friends. When she is not working with clients, you can find Sue expressing her creative spirit by painting or writing or enjoying nature on a hike through the woods or a stroll on the beach.

Sue Waters

Call Us
Think of Sue Waters as your financial guide. She can help you identify financial goals and inspire you to stick with a plan as you work toward your vision. She knows from personal experience that finances can impact every area of our lives. When you have a plan for your money, it’s possible to be more generous, focus on your career and family, or just have the flexibility and freedom to keep life interesting. Sue splits her time between Lee’s Summit, Missouri and Stony Brook, NY so she has plenty of time with family and friends. When she is not working with clients, you can find Sue expressing her creative spirit by painting or writing or enjoying nature on a hike through the woods or a stroll on the beach.
Share by: