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Our Mission Statement

We uncomplicate the complicated.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued client. We provide a whole life advisory planning service to help clients wishing for a better "Return on Life". We understand that if we can help clients clarify what they want and need out of life, they will be more confident in planning. We want to help our clients achieve the potential they want, with the resources they have acquired. We understand that balanced finances are a key component to a balanced life - let us assist you on your journey.

We start by learning about your life: your experiences, your journey, your challenges and transitions, your principles and values, your goals, hopes and dreams for you and your family. Once we have a clear understanding of who you are, where you are now and where you want to go, we can develop a financial plan that aims to serve and address you.

Then, we utilize asset management, tax planning, risk management, cash flow planning, estate planning and retirement income planning.

Our vision for Waypoint Financial Solutions is based on three core beliefs:

  • Faith
  • Patience
  • Discipline

We manage our client portfolios using three core principles of investing:

  • Asset Allocation
  • Diversification
  • Rebalancing

Investing involves risk, including the potential loss principal. No investment strategy can guarantee a profit or protect against loss.