At the heart of what we do is advising you on how to manage, direct, and coordinate all the different facets of your financial life.  We offer guidance and advice that is rooted in your particular circumstances, and there are very few limits on what we can do in the course of helping you manage your wealth. 

While most people commonly think of investments when they think of financial planning, we view successful investing as only one piece of the puzzle.  In reality, all the different areas of your finances, in some way, shape, or form, are related to one another.  Which is why you will often find us helping you evaluate your insurance policies, coordinating your wills and estate plan, plotting out a multi-year strategic tax plan, modeling scenarios for retirement and funding college educations, and assisting you when it comes time to buy a new home, all in addition to managing your investments.  

We are a Fee-Only, independent financial planning firm, which means we are free of the conflicts of interest that you'd find with many Wall Street firms. We are ethically and legally committed to putting our client's best interests first, and we wouldn't have it any other way.

Waypoint Financial, LLC

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