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Waypoints Financial

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Set Your Course For

Independence

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Set Your Course For Independence

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Set Your Course For Independence

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Set Your Course For Independence

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Set Your Course For Independence

 

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Why Waypoints?

A "waypoint" is defined as an interim point on a route or line of travel. In navigation a series of "waypoints" are entered to set a course that is used to guide a vessel to its final and desired destination. At Waypoints Financial we understand that each client has unique goals and circumstances. Our objectives are to listen, strive to understand and ultimately chart a course designed to guide our client on their preferred journey.

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Our Services

See how we may serve you today

Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Saving For College

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

John R Clark, CFP®

President

jrclark@waypointsfinancial.com

Scott Crutchfield

Senior Vice President

scrutchfield@waypointsfinancial.com

Victor J Divietro

Senior Vice President

vdivietro@waypointsfinancial.com

Linda Connelly

Client Service Associate

linda@waypointsfinancial.com

Kara Dennison

Client Service Associate

kdennison@waypointsfinancial.com

Want to learn more?

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Latest Blog Posts

How to Choose the Right Investment Advisor

Submitted by Waypoints Financial on March 31st, 2017

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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2478 US Hwy 27 N, Sebring, FL 33870

 

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  •   2478 US Hwy 27 N, Sebring, FL 33870
  •   863-402-5650
  •   vdivietro@waypointsfinancial.com

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