https://www.waypointpartnersny.com/home daily 1.0 2025-08-21 https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577974032243-DG4W3H4CD18S2U4TFYZ7/image.jpg Home https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1755788011349-UQLVCXIMVRUWZPRNE647/unsplash-image-nApaSgkzaxg.jpg Home https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577974983086-24BFT9M4UG0YUZ5C0KG1/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577975417350-0UTU24S73GAPWS2LVHJE/image-asset.jpeg Home https://www.waypointpartnersny.com/team daily 0.75 2026-01-05 https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577977637123-RABKXG4QZBXMII1YIY7W/David-Headshot.jpg https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577978012985-U087YF13Y7VLB5V8OEWN/brokercheck.png https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577977649597-7KV9DG1ZMS70TR3NN6AV/Joe-Headshot.jpg https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/2f3674eb-8ad0-4216-a68f-c0627fa56c6b/Jen.jpg https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577977975189-I9YOB4SD9Y2V1RQIOURR/image-asset.png https://www.waypointpartnersny.com/services daily 0.75 2025-08-21 https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577974983086-24BFT9M4UG0YUZ5C0KG1/image-asset.jpeg Services - Insurance Planning You and your family’s financial status will be safer if you have a plan in place to handle unexpected situations. The primary goal of personal insurance planning is to protect one’s goals, dreams, wealth and personal well-being from the “what ifs” in life. Life Insurance Long Term Care Insurance Disability Income Insurance https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577974032243-DG4W3H4CD18S2U4TFYZ7/image.jpg Services - Investment Planning Every investment must have a purpose. Whether you’re just starting out, amidst a career change, planning for retirement, or already retired; we can help develop a custom portfolio to meet your needs. Brokerage Accounts Roth IRA Fee Based Accounts Annuities Traditional IRA College Savings Strategies https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1755788634860-XWHQ7TP2XORIM5U1AS2C/unsplash-image-nApaSgkzaxg.jpg Services - Financial Planning Better financial understanding can be achieved when measurable financial goals are set, the effects of decisions understood, and results reviewed. Giving you a whole new approach to your budget and improving control over your financial lifestyle. Retirement Planning Pension Maximization Social Security Planning Legacy Planning Long Term Care Planning Goal Planning Income Planning https://images.squarespace-cdn.com/content/v1/5e0df80c5bde80676b8b993d/1577987526204-8DD170081RCSKX03N642/image-asset.jpeg Services - Business Planning The key to retaining high quality employees is offering strong benefits. We help businesses of all shapes and sizes understand the benefits available to meet their current and future needs 401(k) / ProfitSharing SIMPLE IRA Key Person Insurance Group Life Insurance SEP IRA Disability Income Insurance Buy-Sell Agreement https://www.waypointpartnersny.com/contact daily 0.75 2022-07-08 https://images.squarespace-cdn.com/content/v1/5ce435d6bea1ed00016ba287/1558964652247-5MWXNMFZVOPGE4TY6U2Q/MHeiderich_ReflexionenZwei-05-copy.jpg Contact