Timothy J Haas, CFP® CIMA® RMA® EA MBA in Sandy Hook

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Timothy J Haas, CFP® CIMA® RMA® EA MBA Dienstverlener

107 Church Hill Rd, Bldg A, Ste 1B
06482 Sandy Hook

2033049690
http://www.waypfp.com/

The Bucket Plan® diagram illustrates three buckets: “Now” for safe, liquid funds for immediate needs, “Soon” for conservative, income-generating investments, and “Later” for long-term growth, legacy planning, and future financial goals.

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Beschrijving

At Waypoint Financial Planning, we specialize in holistic financial planning for successful business owners, individuals, and couples planning for retirement. As an independent financial advisor, we provide personalized investment and tax advice to help align your resources for security and long-term growth, ensuring funds are available when needed most, while creating opportunity to enjoy the journey along the way. Using The Bucket Plan®, we structure retirement income to support your financial goals. We pride ourselves on educating clients to make informed decisions in their best interests—reflecting client priorities and not those of the companies providing the solutions.