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Financial Advisors in Minnetonka, MN - Waterfront Financial Group

Waterfront Financial Group are independent financial advisors focused on helping clients develop plans that strategically seek to offer retirement income.

http://www.waterfrontfinancialgroup.com/

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CONTACTS AT WATERFRONTFINANCIALGROUP.COM

John Geenen

5500 W●●●●●● Blvd.

Gold●●●●lley , Minnesota, 55416

United States

0.95●●●●1755
ma●●●●●●●●●●●@waterfrontfinancialgroup.com

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John Geenen

5500 W●●●●●● Blvd.

Gold●●●●lley , Minnesota, 55416

United States

0.95●●●●1755
ma●●●●●●●●●●●@waterfrontfinancialgroup.com

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Chad Collins

2875 Oc●●●●●●●nt Walk

San●●●ego , California, 92109

United States

0.95●●●●1755
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Financial Advisors in Minnetonka, MN - Waterfront Financial Group | waterfrontfinancialgroup.com Reviews
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Waterfront Financial Group are independent financial advisors focused on helping clients develop plans that strategically seek to offer retirement income.
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Financial Advisors in Minnetonka, MN - Waterfront Financial Group | waterfrontfinancialgroup.com Reviews

https://waterfrontfinancialgroup.com

Waterfront Financial Group are independent financial advisors focused on helping clients develop plans that strategically seek to offer retirement income.

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1

Waterfront financial group-retirement planning & retirement services

http://waterfrontfinancialgroup.com/strategies-for-individual-investors/retirement-planning

5500 Wayzata Blvd, #1040 Minneapolis, MN 55416 Phone: (952) 236-1755. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? STRATEGIES FOR INDIVIDUAL INVESTORS. INCOME FOR LIFE MODEL. INSURANCE & RISK MANAGEMENT. ESTATE & WEALTH TRANSFER PLANNING. PORTFOLIO CONSTRUCTION & MANAGEMENT. CORPORATE & EXECUTIVE BENEFITS. 401(k) ADVISORS FOR YOUR COMPANY. 401(k) & CORPORATE RETIREMENT PLANS. EMPLOYEE STOCK OWNERSHIP PLANS. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? Maintaining lifestyle c...

2

401K Advisors | Waterfront Financial Group in Golden Valley, MN

http://waterfrontfinancialgroup.com/401k-advisors

5500 Wayzata Blvd, #1040 Minneapolis, MN 55416 Phone: (952) 236-1755. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? STRATEGIES FOR INDIVIDUAL INVESTORS. INCOME FOR LIFE MODEL. INSURANCE & RISK MANAGEMENT. ESTATE & WEALTH TRANSFER PLANNING. PORTFOLIO CONSTRUCTION & MANAGEMENT. CORPORATE & EXECUTIVE BENEFITS. 401(k) ADVISORS FOR YOUR COMPANY. 401(k) & CORPORATE RETIREMENT PLANS. EMPLOYEE STOCK OWNERSHIP PLANS. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? I am interested in:.

3

Benefits (Corporate and executive)-Waterfront financial group

http://waterfrontfinancialgroup.com/corporate-executive-benefits

5500 Wayzata Blvd, #1040 Minneapolis, MN 55416 Phone: (952) 236-1755. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? STRATEGIES FOR INDIVIDUAL INVESTORS. INCOME FOR LIFE MODEL. INSURANCE & RISK MANAGEMENT. ESTATE & WEALTH TRANSFER PLANNING. PORTFOLIO CONSTRUCTION & MANAGEMENT. CORPORATE & EXECUTIVE BENEFITS. 401(k) ADVISORS FOR YOUR COMPANY. 401(k) & CORPORATE RETIREMENT PLANS. EMPLOYEE STOCK OWNERSHIP PLANS. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? I want to schedule a no...

4

Waterfront financial group-investment services,registered investment advisors

http://waterfrontfinancialgroup.com/strategies-for-individual-investors/investment-advisory-services

5500 Wayzata Blvd, #1040 Minneapolis, MN 55416 Phone: (952) 236-1755. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? STRATEGIES FOR INDIVIDUAL INVESTORS. INCOME FOR LIFE MODEL. INSURANCE & RISK MANAGEMENT. ESTATE & WEALTH TRANSFER PLANNING. PORTFOLIO CONSTRUCTION & MANAGEMENT. CORPORATE & EXECUTIVE BENEFITS. 401(k) ADVISORS FOR YOUR COMPANY. 401(k) & CORPORATE RETIREMENT PLANS. EMPLOYEE STOCK OWNERSHIP PLANS. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? There is no guarantee t...

5

Income for Life Model | Waterfront Financial Group

http://waterfrontfinancialgroup.com/strategies-for-individual-investors/income-for-life-model

5500 Wayzata Blvd, #1040 Minneapolis, MN 55416 Phone: (952) 236-1755. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? STRATEGIES FOR INDIVIDUAL INVESTORS. INCOME FOR LIFE MODEL. INSURANCE & RISK MANAGEMENT. ESTATE & WEALTH TRANSFER PLANNING. PORTFOLIO CONSTRUCTION & MANAGEMENT. CORPORATE & EXECUTIVE BENEFITS. 401(k) ADVISORS FOR YOUR COMPANY. 401(k) & CORPORATE RETIREMENT PLANS. EMPLOYEE STOCK OWNERSHIP PLANS. CERTIFIED DIVORCE FINANCIAL ANALYST. HOW MUCH DOES IT COST? Income for Life Model.

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LINKS TO THIS WEBSITE

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All Muni Bonds Are Not Created Equal | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/investment/all-muni-bonds-are-not-created-equal

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. All Muni Bonds Are Not Created Equal. The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.¹ Without question, in the wake of Detroit’s troubles, gaining a better understanding of municipal bonds makes more sense than ever.². At their most basic level, there are two types of municipal bonds:. In light of the...

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My Retirement Savings | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/retirement/my-retirement-savings

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. Estimate how long your retirement savings may last using various monthly cash flow rates. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Social Security Benefits: How Much Will I Receive. An Inside Look at Retirement Living.

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A Cheat Sheet for Sending Your Kid to College | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/lifestyle/a-cheat-sheet-for-sending-your-kid-to-college

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. A Cheat Sheet for Sending Your Kid to College. College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child Dynamic Has Changed. Make the Move Simple. Don’t Leave “The Talk” to the Drop-off. Time to Learn Financial Responsibility. Your child ...

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Federal Income Tax | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/tax/federal-income-tax

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. Use this calculator to estimate your income tax liability along with average and marginal tax rates. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. How Income Taxes Work. A quick look at how federal income taxes work.

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All Calculators | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/calculators

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Capital Gains Tax Estimator. Paying Off a Credit Card.

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Do You Feel Lucky? | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/estate/do-you-feel-lucky

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Understanding the Alternate Valuation Date. Executors can value the estate on the date of death, or on its six-month anniversary the Alternate Valuation Date.". Principles of Preserving Wealth.

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The Cycle of Investing | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/investment/the-cycle-of-investing

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Understanding the economy's cycles can help put current business conditions in better perspective. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Have A Question About This Topic?

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A Bucket Plan to Go with Your Bucket List | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/retirement/a-bucket-plan-to-go-with-your-bucket-list

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. A Bucket Plan to Go with Your Bucket List. The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin by discussing one idea—a bucket approach to building your retirement income plan. 178; Finall...

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Universal Life Insurance | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/insurance/universal-life-insurance

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance: it provides a flexible premium. That means the policyholder decides how much to put in. Above a set minimum. By extension, the policyholder also determines the face amount of the policy. When the policyholder dies. Accessing the cash value in your...

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Roth 401(k) vs. Traditional 401(k) | Waterfront Financial Group

http://www.waterfrontlanding.info/resource-center/retirement/roth-401k-vs-traditional-401k

5500 Wayzata Boulevard, Suite 1040. Minneapolis, MN 55416. Roth 401(k) vs. Traditional 401(k). This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. The Cost of Procrastination.

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Financial Advisors in Minnetonka, MN - Waterfront Financial Group

5500 Wayzata Boulevard, Suite 1040. Golden Valley, MN 55416. Certified Divorce Financial Analyst. Strategies for Individual Investors. Income for Life Model. Insurance & Risk Management. Estate & Wealth Transfer Planning. Portfolio Construction and Management. Corporate & Executive Benefits. 401(k) Advisors for Your Company. 401(k) & Corporate Retirement Plans. Employee Stock Ownership Plans. Certified Divorce Financial Analyst. Request your custom retirement report illustrating how. Securities and advis...

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