Retirement is not the end of the road, but a great, new beginning. One filled with new aspirations and dreams. We craft financial strategies that give you more confidence to pursue those dreams. Over the years, we’ve helped thousands of clients plan and enter retirement with confidence to pursue their aspirations. We want to help you pursue your most meaningful dreams.
We measure our success not in the hundreds of millions we’re managing, but in how many goals we’ve helped our clients meet. Our entire focus is on how to equip you to live greatly, starting with you, your goals, your aspirations, and your passions. You will see that in the way you are greeted, the way we meticulously craft your financial strategies, the way we ask questions, the way we listen, and in the way we remain engaged with you in the years ahead.
Like designing a new home, your retirement plan should fit not only your needs but also your aspirations. 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 just the value of your accounts. That’s why we follow a four-meeting structure for everyone. This ensures that we’re able to build a custom strategy for you that doesn’t miss any aspect of your life.
We start with getting to know you — your story, and your future. What do you want to build in your life and retirement? We’ll explore your dreams, aspirations and more in order to understand you and your goals holistically, not just the value of your accounts.
Of course, we will also review all of your financial statements, create a risk tolerance profile, and discuss your investments. We will put it all together for you into one snapshot so you have a clear picture of your financial situation and how it aligns with your retirement goals.
During this meeting, we discuss our retirement philosophy and planning approach--the foundation for how we build our plans. We will create a holistic analysis of your portfolio and review your current financial plan step-by-step, including your plan’s projections. Often people have not experienced this type of analysis, and it’s not uncommon to find ways you can immediately improve your retirement outlook.
As we evaluate and discuss your retirement plan, you’re going to get a taste of what it’s like to work with us, which will help you determine if we are the right firm to help you reach your retirement goals.
We walk through the plan we’ve custom crafted for you. Think of it as a blueprint for your new beginning. You’ll see your existing portfolio side-by-side with the plan we created. You’ll quickly see how our holistic retirement plan can make a difference. We’ll show you the adjustments we recommend and the effect it could have on your lifestyle.
In this meeting, we help you transition your accounts to Great Waters Financial. To make it as simple as possible, we prepare all of the necessary documents and complete required signatures.
Then we lay out our client implementation process and cover what our continued relationship looks like including strategy sessions, ongoing education, and client appreciation events.
We start with getting to know you — your story, and your future. What do you want to build in your life and retirement? We’ll explore your dreams, aspirations and more in order to understand you and your goals holistically, not just the value of your accounts.
Of course, we will also review all of your financial statements, create a risk tolerance profile, and discuss your investments. We will put it all together for you into one snapshot so you have a clear picture of your financial situation and how it aligns with your retirement goals.
During this meeting, we discuss our retirement philosophy and planning approach--the foundation for how we build our plans. We will create a holistic analysis of your portfolio and review your current financial plan step-by-step, including your plan’s projections. Often people have not experienced this type of analysis, and it’s not uncommon to find ways you can immediately improve your retirement outlook.
As we evaluate and discuss your retirement plan, you’re going to get a taste of what it’s like to work with us, which will help you determine if we are the right firm to help you reach your retirement goals.
We walk through the plan we’ve custom crafted for you. Think of it as a blueprint for your new beginning. You’ll see your existing portfolio side-by-side with the plan we created. You’ll quickly see how our holistic retirement plan can make a difference. We’ll show you the adjustments we recommend and the effect it could have on your lifestyle.
In this meeting, we help you transition your accounts to Great Waters Financial. To make it as simple as possible, we prepare all of the necessary documents and complete required signatures.
Then we lay out our client implementation process and cover what our continued relationship looks like including strategy sessions, ongoing education, and client appreciation events.
According to the Financial Industry Regulatory Authority, “income taxes can be your single largest expense in retirement.” And it’s a ticking time bomb, right up to when you turn 70½. That’s when you’ll be required by the IRS to take distributions from your IRAs. If not carefully planned, those distributions can kick you into a higher tax bracket, costing you thousands, if not hundreds of thousands, in unexpected taxes.
