Waypoint Financial

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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.

10/17/2026

As obesity rates rise, governments are moving beyond health advice to restrict junk-food marketing and sales—can tougher rules succeed where persuasion has fallen short?

10/16/2026

In Barron's newsletter focusing on women financial advisors, they highlight a coming book that includes wisdom from top women investors.

10/15/2026

California ports consider $60-a-trip subsidies as truckers struggle to cover the steep costs of zero-emission fleets.

10/14/2026

Medicare beneficiaries should have received an annual notice from their plan outlining any changes for next year. Here's what to know.

10/13/2026

Explore how the Great Wealth Transfer could leave more women inheriting family businesses and the choices and responsibilities that come with ownership.

10/12/2026

Life expectancies are rising, which can mean more years to enjoy retirement.1 But a longer life also means needing your savings to last longer.

10/11/2026

A new look at American wealth finds that many of the country’s richest people built it not through public markets, but by owning private businesses.

10/10/2026

A 100-year life means a 60-year career. Employers need flexible work arrangements that allow breaks, fewer responsibilities and new ways to contribute as needs change.

10/09/2026

Handing the financial reins to somebody else can teach you a lot about your blind spots.

10/08/2026

The artificial intelligence boom has pushed up the stock market, even as interest rates have pulled it down, New York Times columnist Jeff Sommer says.

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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