OUR MISSION
Waypoint Wealth Planning’s goal is to deliver the best coordinated experience of wealth planning and wealth management allowing our clients to be confident and secure that all of their financial resources are working as efficiently as possible to meet their goals while still accounting for their core values. Whether planning for retirement or securing an intergenerational financial legacy, our family office experience provides a high level of service and coordination that considers clients’ holistic financial picture and puts clients’ best interests first.
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. Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association® and licensed Investment Advisory Representative.
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.
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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.
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VOYAGE PLANNING
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.
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Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.