Waterfront Financial Group

About

PROFESSIONAL ADVICE | PERSONAL SERVICE | INNOVATIVE STRATEGIES

Story

Waterfront Financial Group is an independent wealth management and financial planning firm in Golden Valley, MN. We focus on building long-lasting relationships based on mutual trust and respect for our clients' goals and aspirations. Our knowledgeable team has the experience to help you develop strategies designed to protect and grow your wealth, while offering you our signature client service in which your needs always come first.

We specialize in helping clients prepare for both the accumulation and distribution phases of retirement. Using the Income for Life Model®, our investment strategy emphasizes predictable inflation-adjusted streams of income to support your retirement income needs for the rest of their lives.

We empower you to make well-informed decisions about your financial future as we embrace change, track market trends and seek innovative methods to address your goals. By simplifying the wealth management and investment process and providing ongoing advice throughout all the financial milestones in your life, we strive to successfully guide you along the path toward financial independence.

Securities offered through LPL Financial, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.sipc.org

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit our website at www.waterfrontfinancialgroup.com

Mission

We help people in transition get financially organized for the future.
Providing an accountable, customized strategy is what drives us.

Products

Strategies for Individual Investors:

Income for Life Model, Retirement Planning, Financial Planning, Investment Advisory Services, Insurance & Risk Management, Estate and Wealth Transfer Planning

Corporate & Executive Benefits:

401(k) & Corporate Retirement Plans, Multiple Employer Plans (MEP), Employee Stock Ownership Plans, Deferred Compensation Plans, Executive Benefit Plans, Stock Option Planning, Group Benefits, Business Succession Planning