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.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
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 the types of long-term-care services—and what those services could cost—may be critical.
Couples may be able to head off many of the problems in a marriage that money can cause.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Peer-to-peer payment apps are one of the newest ways to send money.