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You get one chance at a successful retirement. The Power of Tax-Deferred Growth It May Be Time for a Financial Checkup Retirement Matters

Welcome to Wayt Financial

Our mission is to help our hard-working and hard-saving clients to make their golden years just that – truly golden. Recommendations are made by Bryan G. Wayt, an advisor since 1995 and a CERTIFIED FINANCIAL PLANNER® professional since 2001.


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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

The Business Cycle

How will you weather the ups and downs of the business cycle?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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