Video Resources

Financial Road Map

Think of financial planning as a road map. We work with you to create a personalized plan that looks at where you are now AND helps you reach your goals.

 

Every Stage of Your Business

We work with business owners to achieve their goals through every stage of the business with an integrated approach to planning.

 

Income that Lasts a Lifetime

People are living longer and need to create income that lasts a lifetime. An income annuity can help create guaranteed income in retirement.

 

Living Benefits of Life Insurance

Most people think of life insurance as protection for the ones they love after they’re gone, but Whole Life Insurance can provide benefits while they’re living as well.

 

Protecting Your Income

People insure their home, their car, and even their cell phone. But what about their income and lifestyle? This video highlights why it’s so important to protect both, and how individual disability income insurance can help.

Waypoint Wealth Management

Zachary E Schmidt
Financial Advisor


Waypoint Wealth Management

 

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