We work with pre-retirees, retirees and people in transition - between jobs, loss of spouse, or divorce, for example. We also specialize in working with business owners on executive benefits, tax reduction and succession planning. Discover Financial Solutions that Match Your Unique Situation Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org)/SIPC (SIPC.org), 15 Fisher Lane, White Plains, NY 10603 (914)428-4000 Waypoint Financial is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), located in Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96141(0617)p