Is your retirement plan just a financial plan?

Find out the 6 non-financial things most people—and their advisors—overlook when planning for retirement.

Why watch this video?

  • To find out why having a financial plan isn’t the same as a retirement plan.
  • To jumpstart your thinking about how you want to spend your days in retirement—not just your dollars.
  • To go beyond the numbers and discover what is most important to you—what those numbers are for.

What you’ll learn:

  • The non-financial decisions you need to make to build a more accurate financial picture.
  • The 6 things to ask yourself now—before you retire—to experience fulfillment now and in retirement. 
  • Why a financial plan is not the same as a retirement plan.
Start Watching Now

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.