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We craft financial strategies that give our clients more confidence and inspiration to pursue their retirement aspirations. We reduce their worry by remaining actively engaged with them.
We don't push our agenda. There are no hidden fees nor forgotten clients. You have our undivided attention to create a plan that's exactly right for you.
We believe that each plan should be as unique as the family or individual it represents; focusing on you and your vision for the future, not only the value of your accounts.
We create a holistic analysis of your portfolio and walk you through your current financial plan step-by-step, including your plan’s projections.
We design a customized financial plan expressly for you. You’ll see how that plan can make a difference in your retirement, and we’ll walk you through the adjustments we recommend.
In this meeting, we transfer accounts to Great Waters Financial and begin implementing the financial plan.