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About Great Waters Financial

Pursue your aspirations.

Our entire focus is to inspire you to pursue your retirement aspirations. We do this through carefully crafted plans. We believe that retirement isn’t the end, but a great, new beginning. A beginning in which you are free to pursue the dreams that you’ve been working towards your entire life. That’s why our entire focus is on helping you accomplish those goals. In fact, we don’t measure ourselves by the amount of money we’re managing, rather, we gauge our success as a business and as a team by the number of goals we help you accomplish through our financial strategies.

 

See us in the news

The right blend of art and science, expertise and care.

Our philosophy from day one has been to merge investment strategies, portfolio management, benefits and Social Security with a genuine concern for the retirement aspirations of our client. That’s why, since 2012, over a thousand Minnesota clients have trusted us to custom craft their retirement plan.  And it’s why our advisors regularly appear on WCCO, KARE11, and our firm is ranked #3,113 on the 2018 Inc. 5000, a list of the nation’s fastest-growing privately held companies.

What we do.

Every one of us at Great Waters Financial is committed to delivering confidence--confidence that you have a retirement strategy to achieve your retirement dreams. And it doesn’t stop there. We’re with you for the entire journey, to make sure your custom architected plan meets your present goals and future aspirations. Because the market is always changing, your needs may change too. So we proactively evaluate investment approaches and possible tax consequences. After all, it’s what we do--helping you retire well and live greatly.

Our Process
A financial advisor sits with his clients in his office and reviews their retirement analysis

Meet your team.

Every one of us is committed to helping you live greatly. You’ll see that in the way you are greeted, in the way we ask questions, in the way we listen, and in the way we remain engaged with you in the years ahead.

Meet YOur Team

Schedule your meeting today.

Fill out the form to be contacted by one of our advisors to start your retirement journey. Our distinct process ensures each plan is custom-crafted to fit you and your life.

Our MEETING Process