“Education first. Decisions when you’re ready.”
Our Mission
Waymark Planning provides educational information to help individuals understand retirement planning concepts. We do not provide financial advice or sell financial products. All advice and recommendations are provided by licensed financial advisors upon request.
Participation & Communications
Participation is optional. Individuals who choose to opt in agree to receive informational communications from Waymark Planning, which may include educational resources and the option to schedule a conversation with a licensed financial advisor. Consent to receive communications from any licensed advisor is collected separately.
Waymark Planning provides educational resources and may help schedule a licensed advisor. We do not provide financial advice.
Frequently Asked Questions
Waymark Planning is an educational and coordination resource. We help individuals understand general retirement planning concepts and navigate next steps, including scheduling a conversation with a licensed financial advisor if they choose.
No. Waymark Planning does not provide financial advice, recommendations, or sell financial products. All financial advice and recommendations are provided by licensed advisors upon request.
Licensed advisors are independent professionals who operate under their own licensed firms. If you choose to schedule a conversation, you will be clearly informed of the advisor’s firm before the meeting.
No. Participation is completely optional. You may choose whether or not to opt in to receive informational communications from Waymark Planning.
If you opt in, you may receive informational emails from Waymark Planning, including educational resources and the option to schedule a conversation with a licensed financial advisor. You can unsubscribe at any time.
Waymark Planning does not sell financial products. Any discussion of financial products or recommendations occurs only if you choose to speak directly with a licensed advisor.
Waymark Planning can answer general, educational questions about the planning process. Questions specific to your personal situation are handled by a licensed financial advisor if you choose to schedule a conversation.
Your information is used only in accordance with our Privacy Policy and to provide the services you opt in to receive. You may opt out of communications at any time.
Waymark Planning is designed for individuals who want to better understand retirement planning concepts and options before deciding whether to speak with a licensed financial advisor.
Waymark Planning can help with general, educational questions about the retirement planning process, including:
- How the retirement planning process typically works
- What to expect from a conversation with a licensed financial advisor
- Common retirement planning terms and concepts
- What information or documents are often helpful to gather before meeting with an advisor
- How scheduling and next steps work
Waymark Planning does not provide financial advice, recommendations, or guidance specific to an individual’s personal situation. Questions that require personalized advice are handled by a licensed financial advisor if you choose to schedule a conversation.
Privacy Policy
Email Communications: If you choose to opt in through our website or forms, you consent to receive informational communications from Waymark Planning. These communications may include educational content, updates, and information about available resources, including the option to schedule a conversation with a licensed financial advisor.
Waymark Planning provides general information and coordination services only and does not provide financial advice or recommendations. Consent to receive communications, marketing, or advice from any licensed financial advisor or advisory firm is collected separately and only if you choose to schedule a conversation with that advisor. You are not automatically subscribed to advisor communications by opting in to Waymark Planning emails.
You may unsubscribe from Waymark Planning communications at any time using the unsubscribe link included in our emails. Information Sharing: Waymark Planning does not sell your personal information. We may share your information with a licensed financial advisor or advisory firm only if you request or choose to schedule a conversation, and only for the purpose of facilitating that connection.
© 2025 Waymark Planning. All rights reserved. Educational information only. No financial advice or products are provided. Waymark Planning provides general information and coordination services only. We do not provide financial advice or recommendations. All licensed financial advice and recommendations are provided only by advisors through PresFinancial.