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Operations

Located in the heart of Minneapolis, the Great Waters Financial Operations Center is the hub for operations and administration.

About Our Operations Center

Located in the heart of Minneapolis, the Great Waters Financial Operations Center is the hub for operations and administration. Out of this office comes financial analysis, planning, processing and administrative support for all of our advising offices. That being said, we are focused on advisor support at this office and do not hold client meetings out of our operations branch.

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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