Site Map
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Home
- Contact Form
- About Waypoint Financial Partners, LLC
- Financial Planning
- Retirement Planning
- Retirement Income
- Annuities
- Life Insurance and Long-Term Care Insurance
- About Jacki S. Imbrey, CFP®,CLU,ChFC,RICP®
- About David H. Jeffries, CFP®,RICP®
- About John L. Roberts, MBA, Financial Professional
- Mission Statement
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Associates
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Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Credit Card Debt
- Estate Taxes
- Cost of Retirement
- Impact of Inflation
- Retirement Plan Early Distribution
- Retirement Portfolio Lifespan
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Cash Flow Analysis
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
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Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
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Research Articles
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Are My Retirement Plan Distribution Options?
- How Should I Manage My Retirement Plan?
- What Is Tax Deferral?
- What Is Diversification?
- How Do Mutual Funds and Stocks Differ?
- What Is an Annuity?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- What Is Term Life Insurance?
- How Can I Maximize My Insurance Benefits?
- Do I Need Disability Income Insurance?
- Am I Prepared for Long-Term Care Expenses?
- How Likely Am I to Need Long-Term Care?
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Videos
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Quote Requests