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.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.