Waypoint Financial Partners

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.

Paraclete--One who goes alongside another for the entire journey.Our team's goal is relationship building with our clients to assist in achieving their goals and dreams today, tomorrow, and beyond. Give us a call, we would love to get to know you too! 615-441-1274Granite Retirement & Tax Advisory is a full-service firm providing retirement planning, tax planning and preparation, insurance services, bookkeeping & payroll service. We have offices located in Dickson, Cool Springs, and Hendersonville, Tennessee, but our clients are located all over the USA. Granite Retirement & Tax Advisory was founded with the goal of helping clients build, protect, and preserve their assets for retirement and beyond while paying less taxes by maximizing active tax planning. Our emphasis is on retirement and estate planning, but we offer many other services such as active tax planning, income tax preparation, book keeping and payroll, life and health insurance, Medicare, and much more.Our team will come along side you to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation through informational and educational meetings with our team. Our highest goal is to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation and how it is paramount to your financial success. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals, business objectives, and plans for a successfully well planned retirement strategy.