Waypoint partners specializes in the following services:
Investment Planning
Every investment must have a purpose. Whether you’re just starting out, amidst a career change, planning for retirement, or already retired; we can help develop a custom portfolio to meet your needs.
Brokerage Accounts
Roth IRA
Fee Based Accounts
Annuities
Traditional IRA
College Savings Strategies
Financial Planning
Better financial understanding can be achieved when measurable financial goals are set, the effects of decisions understood, and results reviewed. Giving you a whole new approach to your budget and improving control over your financial lifestyle.
Retirement Planning
Pension Maximization
Social Security Planning
Legacy Planning
Long Term Care Planning
Goal Planning
Income Planning
Insurance Planning
You and your family’s financial status will be safer if you have a plan in place to handle unexpected situations. The primary goal of personal insurance planning is to protect one’s goals, dreams, wealth and personal well-being from the “what ifs” in life.
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Business Planning
The key to retaining high quality employees is offering strong benefits. We help businesses of all shapes and sizes understand the benefits available to meet their current and future needs
401(k) / ProfitSharing
SIMPLE IRA
Key Person Insurance
Group Life Insurance
SEP IRA
Disability Income Insurance
Buy-Sell Agreement
Contact us.
We’re confident we can help guide you to a brighter financial future.