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.

06/23/2026

In 2021, the author and her husband secured a low mortgage rate when they moved to Kentucky to be near their family. Five years later, they feel stuck in a humdrum house they don't love because of its affordability. They realize we're fortunate to have a home, but can't help wanting more from the pl...

06/22/2026

Reputation is built through repeated exposure over time, and the companies that treat media as long-term infrastructure consistently outperform the ones treating it like a one-off campaign.

06/21/2026

Nearly 16% of the Gen Z generation have more than one income stream, and Gen Z is five times more likely to have more than one job than Boomers

06/20/2026

SpaceX's valuation only makes sense if you accept a certain argument about the future, which is that the space economy is on the cusp of an order-of-magnitude expansion.

06/19/2026

Modern CMOs are getting the promotion they've long wanted: job titles like CGO that reflect their revenue and growth responsibilities. The catch? They're not getting more power.

06/18/2026

The latest wave of AI wealth isn't coming from chips or data centers. It's coming from founders who applied AI to old industries.

06/17/2026

How to redesign work if you're at the midcareer point of your life. These tips from Harvard Business Review can help you create space for reflection, exploration, growth, and a deliberate transition into your next act.

06/16/2026

The 2026 FIFA World Cup is shaping up to be the most expensive one yet. Some fans are spending thousands of dollars to see the biggest event in sports. Eight people told us how much they're spending and how they plan to make it work.

06/15/2026

Wealthy business owners are setting up trusts to shape the future of their empires after they die, leading to bitter court battles.

06/14/2026

Remote work has accounted for 64% of the increase in unemployment among recent college graduates since 2017.

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

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