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Trusted Partners

At Waymaker Financial Planning, we believe in and find strength in community. We are committed to learning and sharing best practices as we strive to improve in all aspects of our lives.  With that in mind, we have chosen to collaborate with Trusted Partners to better serve you.   

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Professional Partners We Work With

We work with established financial institutions and professional partners who help safeguard client assets and provide the technology and resources needed to deliver high-quality financial planning.

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NAPFA LOGO

XY Planning logo


TD Ameritrade logo

Trained AARP Bank Safe logo 2022

Trained AARP Bank Safe logo 2023

Fee Only Network

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