Broker Check
Our Service Goal: To Give you Confidence on your financial journey

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.

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