Thank You for Visiting…
Financial Planning- Waypoint Financial Planning is currently not seeking new clients for financial planning only
- If you are interested in Retirement Planning in conjunction with investment management, please feel free to contact us to learn more
- Fiduciary, fee-only, no commissions, no third-party compensation
- Diversified portfolio based on your risk tolerance, time horizon and goals
- Long-term oriented and tax sensitive
- Integrated Retirement Planning — sustainable spending in retirement
- See our Investment Management page for more info
Call Alan Dossett, CFP® at Waypoint Financial Planning at 508-488-6577 or email info@waypointfinancialplanning for more information or to schedule a call or meeting.
Waypoint Financial Planning
1900 W. Park Dr. Suite 280
Westboro, MA
Investing involves risk of loss. Past performance is no guarantee of future returns. A diversified portfolio does not protect against a loss or guarantee a gain.