Waypoint Financial Planning LLC

Waypoint Financial Planning can help you balance your current lifestyle goals with goals for retirement.   We'll tell you if you are on track for retirement, and show you scenarios so you can see how specific changes affect your retirement lifestyle.


Waypoint provides fee-only client-oriented investment management tailored to each client's risk profile, goals, and time horizon.   We use low-cost index funds when possible, and invest in a tax-sensitive way, based on your needs.


We offer financial planning by topic:

  • Retirement Planning
  • Spending and Net Worth Analysis
  • Tax Planning
  • Estate Planning
  • Insurance and Risk Analysis


Waypoint Financial Planning does not sell financial products or take commissions from any product sales.  We have a fiduciary responsibility to make decisions in your best interest.


Waypoint Financial Planning LLC is a Registered Investment Adviser in the Commonwealth of Massachusetts.


Please visit our web site for more information.


Advisors at this Office


This Office

1900 W Park Dr Ste 280 Westborough, MA 01581-3919 Phone: 508-488-6577