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. We continually review the progress and focus on the importance of maintaining a disciplined approach to realizing that client’s dreams.
After years of working at large national firms that promised "client focus" but never seemed to deliver, we realized our client’s needs could be best served by a truly "independent" firm and Waypoints Financial was born. Whatever your goals or dreams, you have our unyielding commitment to provide independent advice and most importantly extraordinary service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 863-402-5650. We look forward to hearing from you.
“Set Your Course For Independence”
Our Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our Principle
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 863-402-5650.
