Please reach us at ben@waypointus.com if you cannot find an answer to your question.
We typically roll these out in phases. Phase 1 is made of simple solutions that can be implement almost immediately. Phase 2 takes more time because the types of giving become more complicated. Our goal is to have a program fully functional in less than 12 months.
If your organization agrees to use our financial services company and insurance agency for financial solutions, then there is no fee.
There are no long-term contracts to work with PGRX. If you decide that we are not a good fit for you, then you can terminate your relationship with us at any time.
All investment services offered thru Waypoint Strategic Advisors, LLC, an independent Registered Investment Advisor with the Securities and Exchange Commission.
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