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.

06/02/2026

Google unveiled a new AI-powered search this week. It could ruin the internet. The changes mean you'll get a traditional list of links much less often. Instead, you'll get AI-powered answers, personalized just to you. That's not the internet we know.

06/01/2026

Gap insurance covers the loan balance if your totaled car's value is less. Cars depreciate fast, often leading to a higher loan balance than the value.

05/31/2026

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residential units.

05/30/2026

There is simple math behind figuring out how to juggle multiple important goals

05/29/2026

Consider opening a family office only if you’re ready to be a builder of teams, systems, tax strategy, estate architecture, and culture. Here's more from the founder of Tiger 21, the peer network where some of the world’s most accomplished wealth creators rigorously stress‑test each other’s ...

05/28/2026

The right combination of exercises can improve your game, and it’s not as simple as merely pumping more iron.

05/27/2026

BambooHR CFO Justin Judd says this is how to keep junior talent.

05/26/2026

Learn why building trust is the best thing you can do to win customers and outrun the competition.

05/25/2026

Hannah Bigeleisen's shift to functional design paved the way for a successful business.

05/24/2026

For all the anxiety about a tough job market, recent college grad unemployment is 5.6%—higher than average, but far from catastrophic. Here are five things new grads should know as they launch their careers.

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

Alerts

Be the first to know and let us send you an email when Waypoint Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Waypoint Financial:

Share