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Contact Us

(763) 335-6900     info@greatriverfinancial.com


OR

Get Your Free Personalized Retirement Assessment

Schedule a Time to Get the Answers to Your Questions

WHY: To help you (and us) make an informed decision about working together.


WHAT: A FREE retirement and tax assessment. We will show you how to improve your retirement and reduce your taxes before paying us a single dollar in fees.


WHO: Diligent savers who have accumulated at least $250,000 in investments & retirement assets (excluding real estate).


No Commitment or Cost

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.

15-Minute Call

The very first step is a 15-minute phone call with our team.


A Better Retirement in Five Simple Steps


Intro Call

  • Get to know each other and if we are a good fit.
  • Get your initial questions answered.
  • Does it make sense to schedule a Discovery Meeting?

Schedule Intro Call

Gather And Analyze

Gather information such as…

  • Investment statements
  • Income, expenses and savings
  • Retirement age and income goal

We analyze this information to answer the big three questions

Download Questionnaire

Discovery Meeting

Interactive session to discuss projections and answer the three big questions…

  1. Are you on track to retire?
  2. Can you reduce your taxes?
  3. Can you improve your investments?

Schedule Discovery Meeting

Client Onboarding

We take care of most of this for you. What to expect:

  • Account transfers and consolidation
  • Reallocating investments
  • Initial financial plan and retirement income strategy

Ongoing Advice

  • Call & meeting frequency customized to your needs
  • Financial and Retirement Income Planning
  • Customized Social Security Strategy
  • Investment Management and Updates
  • Tax Planning