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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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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.

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