Steven F. Minninger, Jr., CFP®, MBA is a Fairfield County Fee-Based Financial Advisor located in Stamford, CT and serves clients throughout the Tri-State and New England areas.
Waypoint Wealth Planning specializes in providing objective financial planning and investment advisory services to help individuals, families and business owners manage, grow, and protect their assets over the course of their financial lives. Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association® and is an Investment Adviser Representative with DLG Wealth Management, LLC registered with the Securities and Exchange Commission (SEC) as an investment adviser.
WHAT'S YOUR DESTINATION?
Whether you are investing to build wealth, protect your family, or preserve your assets for a legacy, we can help you chart a course to get you there safely.Learn More
STUDYING THE CHARTS
Each family or individual’s voyage plan should be made up of a unique set of waypoints that guide them along a route to their goals.Learn More
Laying out the voyage plan is critical to a safe journey. The largest investment returns, the most advanced insurance features, and the soundest recommendations don’t mean anything without a plan.Learn More
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Reasons to retain your coverage into your retirement years.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How Medicare can address health care needs in your retirement strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how to set up your financial goals for success? This knight does.
There are a few things to consider when buying or leasing your next vehicle.
Here is a quick history of the Federal Reserve and an overview of what it does.
What does your home really cost?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.