Clients Ask…
“We are about 5-10 years from retirement and don’t know how many more years we need to work or whether we need to save more. Can you tell us?”
“I am retired now but am not sure if I’m spending too much. Am I?”
“We are trying to decide whether buying a vacation home will jeopardize our plans to retire. Can you tell us?”
“I have to make some decisions about my pension. Can you help me understand my options?”
“I want to take a new job with more flexibility but lower pay. How will that impact my retirement?”
“A large financial company told me that annuities are my best option. Are they?”
The answers to these questions offer peace of mind and specific steps to achieve your goals for the next phase of life.
Services
Retirement Planning- 3 meetings: $1280 to $1590, based on complexity.
- discussion of your goals, details about your options
- different scenarios to help you make decisions
- Certified Financial Planner™ and Fiduciary, acting in clients’ best interest
- See our Retirement Planning page for more info
- Tax planning
- Insurance analysis
- Estate and legal planning
- Spending and net worth analysis
- See our All Services page for more info
- 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
- 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.