Services

Our Service Goal: To Give You Confidence On Your Financial Journey

Here at Waypoint Financial Partners, we base our service model on providing top-notch client care, and providing protection for your financial future. Through our years of experience, we strive to create an environment where our clients feel cared for, comfortable, and where their retirement dreams are attainable. With a variety of insurance, investment and other products and services available, we can help you through all of life’s stages. Whether you are just starting out in your financial journey, or you’re wanting to add to an established portfolio, we have the resources, knowledge and experience to help guide you.

The Wharton Experience

Our group is proud to recognize that several of our team members have earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. Each has been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable At Retirement® education program. They are just a few of a select group of Equitable Advisors financial professionals nationwide to complete this elite program.

The Wharton School is recognized around the world for its academic excellence at every level of business education.

The certificate curriculum was developed for Equitable Advisors' Financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients. This weeklong course included 50 hours of intensive study taught by 10 Wharton School faculty members. Topics covered included:

  • Identifying, Mitigating and Insuring Retirement Risks
  • Qualified and Non-Qualified Plans and their Roles in Retirement Planning
  • Medicare and Social Security - Dealing with Institutional Risk
  • Asset Allocation and Diversification
  • Real Estate in the Retirement Portfolio
  • Estate Planning and Tax Issues in Retirement

The Wharton program is part of Equitable's overall commitment to providing clients with the most comprehensive and up-to-date advice on a broad range of financial topics related to retirement. After completion of the initial program, participants are also invited to attend an annual At Retirement® forum featuring Wharton faculty and industry experts to further continue their retirement education. Equitable chose Wharton because of its leadership in management research, education and knowledge creation.

Focusing on specific concepts and issues that are most important to the At Retirement® generation, Equitable and The Wharton School developed this comprehensive program. Selected on the basis of their value-based approach to relationship management, participants worked to strengthen their retirement risk-management and financial asset allocation knowledge and methodology.

Our financial professionals work with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique financial needs and objectives.

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Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and in Utah as Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors, Equitable Life Insurance Company (Equitable) (NY, NY), and Equitable Network are affiliated companies and do not provide tax or legal advice.

GE 2171144 (7/18)(Exp 7/20)

A Wealth of Resources at Your Disposal

Waypoint Financial and all of its partners are members of the Elite Planning Group, within Equitable Advisors.

As members of EPG, our associates have access to a dedicated support team of professionals with diverse backgrounds, who can provide advanced assistance in such matters as pension and qualified plan support, and business and estate planning strategies. An elite level customer service team is designed to help us meet the ongoing needs of our firm’s clients.

Financial Services

  • Retirement Income Planning
  • Wealth Management
  • Asset Allocation Strategies
  • Education Planning
  • Estate Conservation Strategies
  • Business Succession Planning
  • Executive Benefits Planning

Investment Products

  • IRAs: Traditional, Roth, Inherited
  • Fixed and Variable Annuities
  • Investment Advisory Accounts
  • Mutual Funds, Stocks, Bonds
  • Alternative Investments
  • Employer Sponsored Retirement Plans

Risk Management

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Risk Management Analysis and Education
  • Employer Group Insurance