Waypoint Financial

Waypoint Financial Financial Planning Firm located in Friendswood, TX Waypoint Financial is an Independent Financial Planning Firm located in the Houston suburb of Friendswood.

We’ve been helping Individuals, Families, and Businesses, in this area and beyond, for more than 20 years. With broad experience in every aspect of Financial and Retirement Planning, we can deliver an Integrated Financial Plan that is customized to meet your financial goals. Learn more about our firm and our services at www.waypointfcg.com. Securities and Advisory Services are offered through Comm

onwealth Financial Network®, a member firm of FINRA/SIPC - www.FINRA.org/www.SIPC.org and a Registered Investment Adviser. Fixed insurance products and services are offered through CES Insurance Agency or Waypoint Financial. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations

Please review our Terms of Use at www.commonwealth.com/termsofuse.html.

Wishing you all a Safe and Happy 250th Independence Day!
07/04/2026

Wishing you all a Safe and Happy 250th Independence Day!

June is a natural time to see whether your finances are on track for the year. A midyear check-in can help you spot smal...
06/03/2026

June is a natural time to see whether your finances are on track for the year. A midyear check-in can help you spot small changes in spending, savings, or taxes before they become bigger issues.

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

A few strategies that may help you maximize your Social Security income.
05/27/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Most people know they need to save and invest wisely yet still second-guess decisions or react emotionally during market...
05/05/2026

Most people know they need to save and invest wisely yet still second-guess decisions or react emotionally during market volatility. Learn how a simple pause before making financial decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
04/22/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Tax time can be a good time to give your household budget a checkup.
04/01/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Address

907 S. Friendswood Drive, Suite 213
Friendswood, TX
77546

Opening Hours

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

Alerts

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