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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Building wealth requires protection from the forces of wealth destruction.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Marriage changes everything, including your insurance needs.
Learn about the average American budget in this fun and interactive piece.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.