Waterfront Financial Group
An experienced crew that can help you navigate in all kinds of waters
Take the Stoplight Assessment©
How do you stack up?
Get a Second Opinion
Complementary and No Obligation
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.”
Explore the Waterfront Difference
With 401(k) Plans
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.
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.
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.
Visit the Cybersecurity Hub
Cybersecurity is built into everything we do
Do You Know How Much Risk Is In Your Portfolio?
Capture your risk tolerance and see if your current portfolio fits you.