Philosophy and Guiding Principals
Waypoint Financial is here to help you achieve wealth accumulation and retirement planning for individuals, families and small business owners. In today's volatile markets, families and business owners need a solid, trustworthy partner to help them plan and execute wealth accumulation and retirement income planning to help navigate through all of life's cycles.
Helping our clients with their needs, aspirations and expectations is our goal. We believe the ultimate goal of financial planning is to provide for our families, loved ones and give back to society. Our valued clients are friends and partners in the financial planning process.
Waypoint Financial is here to help in resolving financial challenges for our clients that will create financial confidence and leave an enduring legacy for our loved ones and the communities we live in.
About Keith Fosler
Keith Fosler
President - Financial Advisor
With over 30 years in the financial industry, Keith brings a vast wealth of experience and knowledge to the table. During his tenure he has also been on the management side of the business and has deep understanding of the financial services industry.
As a niche in his practice, he has become well versed at helping clients generate income and to develop income-biased portfolios for those clients in their retirement years.
He maintains a Series 7, Series 9, Series 63, Series 65 License, as well as a Maine State Insurance license.
