Waypoint Financial Solutions

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Waypoint Financial Solutions Financial Services provided including investment management and retirement planning. Our goal is to uncomplicate the complicated.

For full disclosures please see our website at www.mywaypoint.net

10/22/2026

GET TO KNOW WAYPOINT ⚓️ PART 4

We've talked about who we are, who we serve, and how we approach financial planning. But there's one more question that might be the most important of all.

What makes this work meaningful?

Behind every financial decision is a person, a family, a goal, or a dream. And having the opportunity to be part of those important conversations is what makes this profession so personal.

We're wrapping up our Get to Know Waypoint series with a look at the why behind what we do.

Thank you for getting to know us a little better. And a special Happy Birthday to the Captain of our ship, Suzanne! You are so much to so many 💜 Thanks for all you do!

🌐 mywaypoint.net

10/21/2026

GET TO KNOW WAYPOINT ⚓️ PART 3

No two people have the same financial journey. So why should their financial plans look the same?

Financial planning is about more than investments, numbers, and retirement dates. It's about understanding your priorities, recognizing your opportunities, and creating a path forward that makes sense for your life.

In part three of our series, we're sharing a closer look at the approach to financial planning here at Waypoint.

Because the destination matters, but so does the journey.

🌐 mywaypoint.net

10/20/2026

GET TO KNOW WAYPOINT ⚓️ PART 2

Who is the ideal client for Waypoint Financial?

It's a question worth asking, because financial planning isn't necessarily about how much money you have. It's about what you want to accomplish with it.

Since Day 1 our motto has been "Uncomplicate the Complicated".

Whether you're navigating life's next chapter, preparing for retirement, or simply looking for more clarity about your financial future, understanding where you are is the first step toward deciding where you want to go.

So, who might be a good fit for Waypoint? Let's talk about it.

🌐 mywaypoint.net

10/19/2026

GET TO KNOW WAYPOINT ⚓️PART 1

Every business has a story, and we thought it was time to share a little more of ours.

What is Waypoint Financial, and what makes us different?

We're kicking off a four-part series with Suzanne answering some of the questions we hear most often, starting with a simple introduction to who we are and what we do.

Welcome to Waypoint Financial Solutions. We're glad you're here!

🌐 mywaypoint.net

Class is in session!
10/12/2026

Class is in session!

We are proud to sponsor 715 Harvest Fest! It is a fabulous community event in King TOMORROW from 10-4pm. Come on out to ...
10/09/2026

We are proud to sponsor 715 Harvest Fest! It is a fabulous community event in King TOMORROW from 10-4pm. Come on out to enjoy the beautiful weather, live music, shopping, food and a fun celebration of Fall in Waupaca 🍂 See you there!

09/22/2026

Meet Stacy Jo Salan, the director of Insurance Services for Waypoint Insurance! ⚓️

Making space for a little magic? ✨We used to host shred events, but somewhere along the way we realized… why wait for a ...
09/18/2026

Making space for a little magic? ✨

We used to host shred events, but somewhere along the way we realized… why wait for a special day?

If you’re one of our clients and have old documents piling up, you can bring your shred to our office anytime. We offer complimentary, year-round drop-off shredding and will make sure it’s securely taken care of for you.

One less pile. A little more space. 🤍

09/15/2026

Continuing on to meet our Waypoint Insurance division, starting with Tom Smith! Check out the new insurance office around the corner at 210 Jefferson Street, Waupaca ⚓️

09/10/2026

We are excited to participate in the Waupaca Area Chamber W**e Walk this Saturday with our friends across the street at Udoni & Salan Realty Group! Tickets still available, see you then! 🍷

Address

109 E Badger Street
Waupaca, WI
54981

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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