Waypoint Financial

Waypoint Financial Waypoint Financial is here to help you achieve wealth accumulation and retirement planning. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft.

Waypoint Financial is here to help you achieve wealth accumulation and retirement planning for individuals, families and small business owners. In today's volatile markets, families and business owners need a solid, trustworthy partner to help them plan and execute wealth accumulation and retirement income planning to help navigate through all of life's cycles. Helping our clients with their needs

, aspirations and expectations is our goal. We believe the ultimate goal of financial planning is to provide for our families, loved ones and give back to society. Our valued clients are friends and partners in the financial planning process. Waypoint Financial is here to help in resolving financial challenges for our clients that will create financial confidence and leave an enduring legacy for our loved ones and the communities we live in. Keith Fosler is registered with and offer securities through Kovack Securities, Inc. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Waypoint Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Keith Fosler and/or Waypoint Financial; positive reviews of experiences with Keith Fosler and/or Waypoint Financial may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

09/02/2026

A new course offered by the College Board this fall teaches high school students about personal finance and entrepreneurship.

09/01/2026

CFOs can turn AI’s last-mile challenge into measurable value through stronger ROI discipline, cost transparency, governance and ex*****on.

08/31/2026

A great product needs someone behind it who is willing to put in the money, time, and effort to make it work.

08/30/2026

In an era of public offerings and acquisitions, Lodge has remained in the grip of its founding patriarch’s descendants.

08/29/2026

For 2027, employers are facing their biggest health-insurance increases in at least two decades.

08/28/2026

Flood insurance may not be top of mind during a quiet hurricane season—but recent storms are a reminder that flood risk doesn’t stop at the coast.

08/27/2026

It takes a little gamesmanship to look your best in the era of employee surveillance.

08/26/2026

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

08/25/2026

After 35 years of stock investing, Jim Osman explains why loving a company’s product can cloud judgment—and why valuation, expectations, and catalysts matter more.

08/24/2026

Risk is loud, opportunity is quiet—which helps explain why people often fear loss more than they value upside.

Address

15 Monument Square, 2nd Floor
Portland, ME
04101

Opening Hours

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

Telephone

+12078147795

Website

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