Waypoint Financial is an independent financial planning firm. With no quotas or corporate influence, we work for you. We are certified financial planners and adhere to the Standards of Professional Responsibility of the Financial Planning Standards Council.
We match your investment objectives with your tolerance for market volatility. We have investment strategies to address the risks in all phases of your live. We focus on understanding your needs as an investor, helping us create solutions to meet your needs.
- Develop a plan to achieve savings goals
- Prioritize your financial objectives to chose among competing strategies
- Track your progress as your net worth grows
- Determine your financial capacity for lifelong income
- Assess strategies to protect against market volatility
- Provide protection for your nest egg during your retirement risk zone
- Arrange retirement income to enhance tax efficiency
- Establish realistic targets for retirement
* Mutual funds provided through Sterling Mutuals Inc. Please see disclaimer tab for more information.