Skip to main content

(952) 236-1755 info@waterfrontfinancialgroup.com
  •  
  •  

Subscribe to Our Newsletter

  • About Us
  • Financial Services 
    • Wealth Management
    • The Income for Life Model
    • Insurance Strategies
    • Retirement 401k Plans
    • Business Succession
    • Transition Services
    • Get a Second Opinion
  • Blog
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Contact Us
  • Client Center
    • AccountView
    • Guided Wealth Portfolios
    • Fiduciary Briefcase

COVID -19 WORKPLACE PREPAREDNESS PLAN

    You are here

  1. Home
  2. Advisor Differentiation

Advisor Differentiation

  • Share on Facebook
  • Facebook Like
  • Tweet Widget
  • Linkedin Share Button

At Waterfront Financial Group, we find that some people spend more time planning their annual vacation than they do a lifetime of retirement income.

We advise 401(k) plans with limited numbers of participants because we feel it is important to meet with each and every person individually.

Each employee has specific needs and we help them pursue a successful retirement based on those needs.

We measure the success of a plan by whether the individual employee is on track toward a successful retirement – that's the Waterfront difference.


Registered Investment Advisor (RIA) Model – our advisors act as a '3(21)' investment fiduciary

We are a co-Fiduciary to your plan

Our Services Include:

  • Assist you with preparing your Investment Policy Statement
  • Ongoing Investment Recommendations
  • Ongoing Investment Monitoring
  • Qualified Default Investment Alternative (QDIA) assistance
  • Performance Reporting

We also act as a Consultant to the plan

Our Services Include:

  • Service Provider Liaison
  • Educational services to Plan Committee
  • Participant Enrollment
  • Participant Education
  • Plan search support/Vendor Analysis
  • Benchmarking Services
  • Assistance Identifying Plan Fees

Accredited Investment Fiduciary (AIF)

Mark Hegstrom, Managing Partner, holds the AIF designation

He adheres to a Code of Conduct and Ethics to help manage conflicts of interest

He receives annual training to keep certification current

Every employee, every year

We believe we should see each participant, every year

Your employees should be Retirement Ready 

Request a Second Opinion

 

Contact info

  •   8000 W 78th St, Suite 415, Edina, Minnesota 55439
  •   (952) 236-1755
  •   info@waterfrontfinancialgroup.com 

 

 

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Kansas, Kentucky, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New Mexico, Nevada, New York, Oklahoma, South Dakota, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Louisiana, Massachusetts, Ohio, Pennsylvania, Tennessee, Wyoming, Oregon

© 2021 Waterfront Financial Group. All rights reserved.

Website Design For Financial Services Professionals