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Waterfront Financial Group

An experienced crew that can help you navigate in all kinds of waters

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Complementary and No Obligation 

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The Income for Life Model®

We specialize in helping you overcome today’s retirement challenges through developing a realistic strategy that seeks to provide “income for life.” 

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Explore the Waterfront Difference 

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At Waterfront Financial Group we specialize in developing comprehensive, long-term investment strategies and retirement income plans for business owners, individuals, families and people in transition. As a boutique, client-centered financial consulting firm, we collaborate with our clients to create a customized solution to pursue their investment objectives.

Our goal is to help protect what matters most to you—the lifestyle you enjoy today and anticipate for tomorrow, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave. We believe that protecting your wealth and your lifestyle requires careful, clear and confident planning to help ensure the wealth you have accumulated supports the lifestyle you desire now and throughout your retirement.

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

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Our Advisors

Mark C. Hegstrom

Mark C. Hegstrom, AIF®, CEPA®, CPFA

Fred Borstad

Fred Borstad, CIMA®, CEPA®, AIF®

Ryan C. Williams

Ryan C. Williams, CFP®, CEPA®, CPFA

Take Charge Tools

Financial Wellness Assessment

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Income for Life

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Discover Your Risk Score

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Testimonial from Fritz C.

Waterfront Financial Group does a great job working with clients to develop strategies that are consistent with their clients' risk tolerances. Having well developed investing strategies is the best way to consistently meet one's financial objectives over the long term.


This statement is a testimonial by a client of the financial professional as of 06/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Testimonial from Rod S.

Waterfront Financials' Planners and Staff have had amazing impact on my business and my personal well-being as well as my employees who also use their professional experience. Steps I took years ago, ones that were foreign to me until I learned over time from the mentoring of people like Mark Hegstrom, have made a significant difference in my life as I think of moving towards retirement.

From personal and business financial planning services to learning how to successfully manage business succession planning, Waterfront Financial Group can handle any need you have. One of the smartest moves I ever made as I grew my business.


This statement is a testimonial by a client of the financial professional as of 01/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Cybersecurity is built into everything we do

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Do You Know How Much Risk Is In Your Portfolio?

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