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Financial Advisor Newtown CT | Free Consultation! | Waypoint Financial Planning

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203-304-9690

Timothy J. Haas, CFP®, MBA
Waypoint Financial Planning
107 Church Hill Rd, Ste 1B
Sandy Hook, CT.  06482-1194

(203) 304-9690 Office
tim.haas@waypfp.com

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Copyright © 2021 · Waypoint Financial Planning

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

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