Your future deserves a second opinion.

Most of our clients already have a financial advisor. Learn why so many are making the switch.
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It’s time for a second look.

A lot of our clients have never encountered a process like ours, because most of the retirement plans created by other companies are missing something. Through our unique process, we’re able to identify significant opportunities that add value, simply through our holistic and in-depth retirement plans. 

When you get a second look from our advisors, you will…

  • Get a custom, year-by-year analysis of your retirement income
  • Finally have a risk adjusted profile that’s custom suited to you
  • Access to a team of CFPs, RICPs, tax professionals, market experts, and more who regularly review your plan and standing
  • Learn strategies to increase your social security benefits and reduce your overall taxation
  • Gain confidence that your retirement income plan is correct

We are your retirement architects.

Over the years, we’ve discovered strategies - previously used only by the ultra-wealthy - to help our clients keep and gain more money. On average, our clients pay 2% less in fees which can mean hundreds of thousands back in your accounts. And, we’ve seen thousands of clients increase their Social Security benefits by as much as $100,0000 from utilizing our methods.

Learn more about our strategies to serve your family
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Our Meeting Process

DISCOVERY:

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.

ANALYSIS:

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.

BLUEPRINT: 

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.



ENGAGEMENT:

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.


Budget sheet for the discovery meeting
Meeting 1
DISCOVERY

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.

A magnifying glass for the analysis portion of the Great Waters Financial process
Meeting 2
ANALYSIS

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.

Arrows pointing various directions
Meeting 3
BLUEPRINT

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.

Fine tuning the implementation of your retirement plan
Meeting 4
ENGAGEMENT

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.

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Budget sheet for the discovery meeting
Meeting 1
DISCOVERY

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.

A magnifying glass for the analysis portion of the Great Waters Financial process
Meeting 2
ANALYSIS

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.

Arrows pointing various directions
Meeting 3
BLUEPRINT

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.

Fine tuning the implementation of your retirement plan
Meeting 4
ENGAGEMENT

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.

About Great Waters Financial

We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.

Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.

© 2019 Great Waters Financial
Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.