About
Reasons to Choose Waypoint Financial
Client Centric
Focus
- Comprehensive planning process for
individuals and businesses - Personally customized retirement blueprint
- Objective analysis and recommendations
- Risk management for wealth preservation
- Unparalleled personalized service
Our Professional Focus
- Goals Based Investment Professionals
- Educators committed to professional development
- 5 CERTIFIED FINANCIAL PLANNER™ professionals
- 15 Professional Designations from The American College
- 1 Advanced Estate Planner as recognized by the National Association of Estate Planning Councils
- Multi-generational practice with succession plans for client continuity
Our Mission
To support your vision to live your financial future successfully
To provide innovative and practical financial strategies for our valued clients
To communicate complex financial issues in clear language and ensure our clients understand their options
To maintain a standard of professional excellence in the ever changing financial marketplace
To offer a lifetime of service exceeding client expectations
To operate all times with professional integrity and Godly principles