We are a unique organization that offers one-stop financial shopping to all of our "valued" clients. As an independent firm we offer non-proprietary products to our clients. We conduct our own due diligence and research on all products that we offer to our clients to help insure that the client is receiving the best product according to that clients individual needs.

We offer comprehensive financial planning services to our clients which include:

Estate Planning (conducted by licensed attorneys specializing in this area)
Our estate planning services are conducted by attorneys who specialize in this area. Estate planning services begin with a review of the clients estate to determine if any tax savings and/or asset transfer strategies are needed. This could include the use of a living trust, ILIT, asset protection trust, gifting, etc. Elder care considerations are also made for those clients needing this information for themselves or a loved one.

Pre & Post Retirement Planning
Whether you are in the accumulation phase or payout phase we can help. We specialize in retirement income planning and offer the most competitive products. Talk to one of our Financial Consultants about how to help maximize your income during retirement.

Investments (Portfolio Review & Allocation)
Our experienced Financial Consultants will review your existing porfolio and recommend adjustments if needed.

Insurance
We offer full insurance services which include selecting the most competitive product(s) from financially sound companies. Our insurance planners can also determine if you have adequate life insurance coverage.

Income Tax Planning & Preparation
Our tax experts will prepare your personal and corporate business tax returns at a substantial discount and provide sound tax planning ideas to help you minimize your taxes.

Charitable, Life and Legacy Planning
Are you charitably inclined? Do you want to leave a legacy? We can show you how to do this thru various trust planning ideas which can provide you with an income tax deduction, eliminate capital gains on the sale of highly appreciated assets, provide income for life and be able to provide your selected charities with much needed funds.

Real Estate Services including Mortgages
Are you trying to decide if you want to sell, refinance or buy a property at this time? We can help. We also can arrange for competitive financing and help determine the best type of mortgage for your individual needs.

Watts Investments is proud to be an OSJ for Investors Capital Corporation (ICC). ICC is a fully licensed, independent broker/dealer and serves over 650 financial professional's world wide. ICC is the independent broker/dealer of publicly-traded Investors Capital Holdings
(AMEX: ICH).