209-542-4929

What Waypoint are you at

on your financial journey?

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BUILD (AGES 0-25)

Foundation for Future Wealth

This stage is about laying the groundwork for financial success. It's where your journey of building true wealth begins.

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NAVIGATION (AGES 30-49)

Steering Towards Financial Goals

Here, you actively steer your finances towards your destination. We guide your wealth safely as you strategically plan.

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GUARDIAN (AGES 50-62)

Safeguarding Hard-Earned Wealth

This waypoint centers on protecting and preserving your accumulated wealth. It ensures peace of mind as you approach retirement.

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LEGACY (AGE 65+)

Ensuring a Lasting Legacy

You've arrived at your financial destination and are enjoying life. Now, it's about crafting a lasting legacy for future generations.

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“Our job is to Organize, Simplify and Multiply Your Financial Position so that you can focus on other more meaningful areas of life”
– JOSEPH LASWELL, CEO

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What Our Clients are Saying:

“Way Financial turned my retirement confusion into a clear, step-by-step plan I actually feel excited about.”
– Emily

“Their client service team handled every form and transfer so fast I barely lifted a finger.”
– Carlos

“I used to dread tax season—now my CPA and advisor are on the same page, and it’s stress-free.”
– Maya

“The quarterly workshops are worth the drive; I leave with real action items, not fluff.”
– James
“They explained complex investments in plain English and kept my risk comfort front and center.”
– Linda
“Responsive, personable, and tech-savvy—my questions get answered before the market closes.”
– Raymond

“From college-fund planning to estate questions, they make my family’s finances feel simple.”
– Sophie

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The Way Financial Process

Building Wealth, Step by Step

STEP 1
Discovery Meeting

Foundation Building

Begin your journey by establishing a strong partnership foundation and understanding your unique financial landscape.

Build partnership foundation through introductions
Complete discovery process covering goals and concerns
Review current financial situation comprehensively
STEP 2
Portfolio Review

Comprehensive Analysis

Dive deep into your current portfolio with expert analysis to identify opportunities and establish mutual commitment.

Comprehensive portfolio diagnostic analysis
Risk, cost, and income assessment
Social Security and annuity analysis
Identify improvement opportunities
STEP 3
Plan Review

Strategic Planning

Transform insights into action with a customized financial plan tailored to your specific retirement goals.

Present findings and recommendations
Collaborate on priority areas to address
Detail customized retirement income plan
STEP 4
Client Experience

Implementation & Support

Reach your destination with full implementation support and ongoing guidance for lasting financial success.

Finalize personalized plan structure
Complete account setup and onboarding
Begin advanced planning implementation
Establish ongoing support relationship

Address

103 E Main St, Ripon, CA 95366

Phone

(209) 542-4929

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