Waypoint Financial Partners Franklin, TN

Waypoint Financial Partners Franklin, TN The professionals of Waypoint Financial Partners offer our clients broad financial services. Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

If you’ve left or are leaving a job and are thinking about rolling your 401(k) assets into an IRA, ask yourself these fi...
12/30/2022

If you’ve left or are leaving a job and are thinking about rolling your 401(k) assets into an IRA, ask yourself these five questions first.

When you leave a job, you typically pack up and take everything with you. However, you don’t necessarily have to do that with your 401(k) assets. You have options: keep your 401(k) assets in your old 401(k) plan; if the plan permits, roll them into a new employer’s 401(k); take the assets in cas...

Saving money isn't just a valuable financial move. It can also improve your mental health. Learn 10 ways that saving mon...
12/28/2022

Saving money isn't just a valuable financial move. It can also improve your mental health. Learn 10 ways that saving money can promote mental health.

Although I spend much of my time writing about personal finance issues, my advanced education is actually in psychology. I am passionately interested

Inflation has driven up the costs of almost everything. Use these tips to stretch your dollars further and help keep ris...
12/21/2022

Inflation has driven up the costs of almost everything. Use these tips to stretch your dollars further and help keep rising costs at bay.

Image source: Getty Images It's no secret that everyday expenses have increased. Due to inflation, you're probably spending more each month to live

Want to be a millionaire? For many people, it's possible with a plan and financial discipline. Follow these steps to get...
12/14/2022

Want to be a millionaire? For many people, it's possible with a plan and financial discipline. Follow these steps to get on the path to becoming a millionaire.

    If you believe you’re too old to become a millionaire, chances are, you’re wrong. It’s all a matter of math, the very subject some of us

If you're working to fund your retirement, you may have bigger opportunities to do so in 2022. The contribution limits t...
12/07/2022

If you're working to fund your retirement, you may have bigger opportunities to do so in 2022. The contribution limits to your 401(k) and some other retirement plans have increased. Learn the details and start saving.

The start of the year is a great time to review your finances and make sure you’re on track for long-term goals like retirement. If you’re thinking about adjusting your retirement contributions, then you’ll need to know about 401(k) changes for 2022. The IRS recently announced that the contrib...

Are you on track for a comfortable retirement? If you're behind on saving, consider these three reasons to double-down o...
11/30/2022

Are you on track for a comfortable retirement? If you're behind on saving, consider these three reasons to double-down on your retirement now.

How much are you currently saving for retirement? If the answer to that question is either "nothing," or "not enough," chances are there are some good reasons you've hesitated to start investing for your later years. But whether you struggle to find spare cash or are simply not sure how to begin, yo...

Nobody enjoys being in debt, but as interest rates rise, there's increasing pressure to pay off your debts as quickly as...
11/23/2022

Nobody enjoys being in debt, but as interest rates rise, there's increasing pressure to pay off your debts as quickly as possible. Consider these four reasons to focus on getting out of debt.

Everyone should look for the best ways to pay off their debt and live a more financially secure life. But, while it's understood that you

If you want to grow your retirement savings, you may need to look beyond work contributions. Consider these strategies f...
11/16/2022

If you want to grow your retirement savings, you may need to look beyond work contributions. Consider these strategies for investing your retirement fund.

Have you started planning for your retirement? Most people are firm believers in building and growing their nest eggs to secure their futures. Others who live in the moment prefer spending their income on meaningful experiences and traveling. Aging is a natural, biological process. There comes a tim...

Home buying is increasingly expensive in the current housing market. Follow these tips to avoid getting priced out of th...
11/09/2022

Home buying is increasingly expensive in the current housing market. Follow these tips to avoid getting priced out of the market.

The number of first-time homebuyers has dropped to the lowest levels the market has seen in 30 years. However, if you are in the market for a new

The right amount you should have in your emergency savings fund depends on your specific needs. Read this article to lea...
10/26/2022

The right amount you should have in your emergency savings fund depends on your specific needs. Read this article to learn how to determine whether you have too much, not enough, or just the right amount in your savings.

You often hear that no matter how much you earn, it's important to sock money away in a savings account. That way, you'll have cash reserves to fall

Creating and sticking to a budget is one of the most important steps to financial wellness, but it's easier said than do...
10/19/2022

Creating and sticking to a budget is one of the most important steps to financial wellness, but it's easier said than done. Follow these four tips to simplify budgeting and stay on the right track.

Every guide to keeping your finances in order will tell you how important it is to budget, but they usually don't tell you exactly how to do so. It

Address

6840 Carothers Parkway Suite 100
Franklin, TN
37067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 6pm
Friday 9am - 5pm

Telephone

+16153866381

Website

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