our SPECIALTY

The right blend of competence and care.

Since 2012, thousands of clients have trusted us to custom craft their retirement plans. Our strategies have enabled our clients to live their retirement aspirations with confidence.

A woman enjoying retirement.

More than stock-pickers.

Retirement is more than just having the right investments. We work alongside you with detailed investment strategies, income plans, portfolio management, and frequently updated financial models. All to ensure you are confident and prepared for your retirement.

OUr Investment Philosophy
Budget sheet for the discovery meeting
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
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
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
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.

Our Process

Discovery

There’s more to retirement than the value of your accounts. We start by getting to know you, what have you accomplished in your life and what you are hoping for out of retirement.

Of course, we will also review all of your financial statements, create a risk tolerance profile, and discuss your investments. This information is pieced together to create a clear snapshot of your financial situation and how it aligns with your retirement goals.

Next: Analysis

Analysis

During this meeting, we discuss the foundation of our retirement philosophy and planning approach. We will create a holistic analysis of your portfolio and review your current financial plan step-by-step, including your plan’s projections. Through this analysis, 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 glimpse of what it’s like to work with us. This will help you determine if we are the right firm to assist you in reaching your retirement goals.

Next: Blueprint

Blueprint

In this stage, we walk through the plan we’ve custom-crafted for you. Think of it as a blueprint for your new beginning. By setting your existing portfolio side-by-side with the plan we created, you’ll see how our holistic retirement plans can make a difference. We’ll show you the adjustments we recommend and the positive effects it could have on your lifestyle.

Next: Engagement

Engagement

In this meeting, we help you transition your accounts to Great Waters Financial by preparing all of the necessary documents and completing the required signatures.

We’ll lay out our client implementation process and cover how strategy sessions, ongoing education, and client appreciation events will be a part of our continued relationship.

Our Credentials

We are an experienced team of Series 65 registered advisors, Certified Financial Planners (CFP), Retirement Income Certified Professionals (RICP), and Insurance Licensed team members.

It’s easy to get started.

Start your retirement journey by talking with one of our advisors. We’ll answer your questions, provide helpful resources, and get you on the right track to pursue your retirement dreams with confidence.

Talk to an advisor