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The Great Waters Financial Duluth Team Portrait

About Our Duluth Office

Located right off of 35 in downtown, our advisors in Duluth, Minnesota have deep experience with benefits, Social Security, and portfolio management. We lead you through our 4-step process and give you a complimentary retirement plan. We analyze your current financial and retirement situation, determine your risk and return rates, forecast market scenarios, and then if you decide to work with us, we adjust your plan and implement it.


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Why Work with Great Waters Financial

We are a group of professionals who want to inspire you 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 expertise and showing our clients how each piece supports the future they are building. We have deep expertise in investments, portfolio management, benefits, and Social Security.

Maximize Your Social Security Benefits

An online video class to help you lower your taxes, maximize your benefits, and plan your income.

In this on-demand video class, you will learn how to:

  • Coordinate your retirement income sources for the most tax-favorable outcome
  • Lower your tax bracket in retirement
  • Maximize your benefits
  • Plan your retirement income
  • Navigate recent legislation changes and how they affect your options
  • Plan for how Social Security will affect your spouse
Learn More About the class