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 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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Purchasing homeowners insurance is critical for protecting your home.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
For women, retirement strategy is a long race. It’s helpful to know the route.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.