Andy Watson, Jr. & Associates, LLC

 

Welcome!  We hope you will find our site to be a valuable resource and that you will not hesitate to contact us for additional information or to schedule a meeting.  You will be assured of personal and individual attention to your financial needs from our dedicated staff.

Are You Moving in the Right Direction? - Heading down the road less traveled is an exciting part of life - until it comes to your financial future.  When it comes to your retirement and estate, your employee benefits program for your business, or long-term care insurance, you want to make sure you are headed in the right direction. 

For many years, Andy Watson, Jr. has dedicated himself to his clients, helping them make educated decisions to prepare for their future.

Andy knows that chaos can ensue when a managing director or business owner is no longer able to chair everyday operations.  That's why he is committed to helping entrepreneurs provide for the future viability of their companies.  Individuals and families can be thrown into turmoil when circumstances change.  Andy can help you prepare for the unexpected.

A Lasting Legacy - Andy will take the time to listen to you and your concerns.  He educates you, empowering you to make the decisions that can help foster the financial security of your family and business.

 

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

Your Dog May Pose a Liability Threat

Dog owners may want to review their insurance policies to determine whether they have adequate liability protection.

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