Name: Waypoint Financial Planning
Address: 1900 W Park Dr, Westborough, MA, 01581, US
Telephone: (508) 488-6577

Waypoint Financial Planning LLC is a Registered Investment Advisor in the Commonwealth of Massachusetts, serving clients in the Boston MetroWest area and throughout greater Boston. As a Registered Investment Advisor, Waypoint is required by law to put client interests first - we have a fiduciary duty to our clients.

We are independent, fee-only and do not sell or receive commission on financial products. We specialize in Retirement Planning and provide comprehensive financial planning services in the model of the Certified Financial Planner Board of Standards, Inc. Practice Standard for Personal Financial Planning.

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Services

Retirement Planning Report

At Waypoint, we define retirement as the next phase of life: what will you do, after your current working phase of life? You may enjoy your work now and see yourself working many more years. But knowing your options if things change can bring peace of mind. Knowing what to do to achieve the lifestyle you want in retirement can give you the freedom to make informed decisions about different scenarios.

Investment Management Report

At Waypoint, our disciplined investment management process is based on your risk tolerance, time horizon, goals and tax circumstances. We pay attention to investment costs. We are a fee-only independent Registered Investment Advisor, required by law to act in your best interest - a fiduciary standard.

All Services Report

How can I get better control over my spending? The first step is awareness followed by an understanding of the benefits of making changes. At different stages of life we face different risks; new risks may appear and prior risks may dimish. An insurance product is often used to address these risks.

Common Questions Report

Very few people understand all the complexities of their situation today. Actually, most people have a very limited understanding. You are busy, you have other interests, and the financial, tax, legal, and regulatory environment is constantly changing. A financial planner will help organize your situation, and help you understand it.

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