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Waypoint Financial

741 Meridian
Cozad, NE 69130

Phone:

(308) 784-3638 or toll-free 888-879-9203

Fax:

(308) 784-4787

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Waypoint Financial

At Waypoint Financial, we are dedicated to guiding you through every stage of your financial journey. Our personalized approach ensures that your unique needs and goals are at the forefront of every strategy we create. Whether you are planning for retirement, securing your legacy, or navigating insurance options, our experienced team is here to provide clarity and confidence. Let us help you pursue financial independence with tailored solutions designed to support your future.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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