Broker Check

107 Church Hill Road
Suite 1B
Sandy Hook, CT 06482

Waypoint Financial

(203) 304-9690

 
Raise Your Retirement Income Social Security: By the Numbers The Rule of 72 The Junk Drawer Approach to Investing

 

Discover Financial Solutions
that Match Your Unique Situation

 

You want solutions that are customized for you, and you don't need to pay a lot of money to learn more.

  • Are you confused about when to retire or how much money you'll need?
  • Are you baffled by college financial aid and parent PLUS loans destined to compromise your financial future?
  • Are you worried about holding your financial house in order, while being pinched between caring for elderly senior parents, while still caring for your own family's demands?
  • Perhaps your a business owner who is concerned that your retirement and succession plans are non-existent or near impossible to implement?

If any of these challenges -- or similar ones -- hit home with you, then you're in the right place for help and answers. You'll find unique, cutting edge strategies here that put you in the driver's seat and in charge of your financial future, You'll learn how to plan proactively, instead of recoiling reactively to financial crises all the time.

There are valid reasons why you feel the financial pressure that you feel. Understanding financial principles and the investment markets can be challenging, and that is why people come to me over time. You may solve your issues with occasional personal research, but you may find that the decisions that you made aren't producing the results you want. Maybe your plan was not as efficient as it could have been. 

Those small mistakes can accumulate against your best interests over time. Another choice you have is referring to someone with professional resources , broad experience, and expertise that can help you see the bigger picture, so that you can get things right this time. That's what you'll find here.

Thank you for joining me. If you have any questions, don't hesitate to call or email me. There is never any obligation or sales pressure ever to do something or pay anything that you're not totally comfortable with. Find contact details below.

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow