Waypoint Financial

Waypoint Financial Financial Planning Firm located in Friendswood, TX Waypoint Financial is an Independent Financial Planning Firm located in the Houston suburb of Friendswood.

We’ve been helping Individuals, Families, and Businesses, in this area and beyond, for more than 20 years. With broad experience in every aspect of Financial and Retirement Planning, we can deliver an Integrated Financial Plan that is customized to meet your financial goals. Learn more about our firm and our services at www.waypointfcg.com. Securities and Advisory Services are offered through Comm

onwealth Financial Network®, a member firm of FINRA/SIPC - www.FINRA.org/www.SIPC.org and a Registered Investment Adviser. Fixed insurance products and services are offered through CES Insurance Agency or Waypoint Financial. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations

Please review our Terms of Use at www.commonwealth.com/termsofuse.html.

A few strategies that may help you maximize your Social Security income.
05/27/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Most people know they need to save and invest wisely yet still second-guess decisions or react emotionally during market...
05/05/2026

Most people know they need to save and invest wisely yet still second-guess decisions or react emotionally during market volatility. Learn how a simple pause before making financial decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
04/22/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Tax time can be a good time to give your household budget a checkup.
04/01/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Putting off retirement savings for “just a few years” can cost more than you might expect. Time plays a powerful role in...
02/24/2026

Putting off retirement savings for “just a few years” can cost more than you might expect. Time plays a powerful role in how your money grows, through compounding—earning interest on the interest your savings generate.

Learn how starting retirement contributions sooner, even with small amounts, can make a significant difference over time.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
02/11/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Stay ahead this year with this handy Personal Finance Calendar.
01/20/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
12/23/2025

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Wishing you All a Safe and Happy Thanksgiving!
11/26/2025

Wishing you All a Safe and Happy Thanksgiving!

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
11/13/2025

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Address

907 S. Friendswood Drive, Suite 213
Friendswood, TX
77546

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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