Testimonials

I am thoroughly impressed with Waypoint Estate and Business Planning. Every interaction I have experienced with this entire team has been pleasant, informative and expedient. Their personal touch and display of compassion while working with clients in the midst of estate planning and asset protection surpasses all of my expectations. I appreciate their knowledge and the value they bring to each client as a trusted adviser and legal expert. 

- Jean L. Care
Navigators Inc.
Algonquin, IL

I cannot say enough about the team at Waypoint Financial.   

From the very first phone call with Denise to schedule a consultation I felt I was in the right hands. Don and his staff are friendly, available and well versed in all aspects in estate planning.  

They guided me through what can be a daunting task by asking thoughtful questions and offering information to help draw up an estate plan which puts my mind at ease. I would highly recommend them to anyone with estate planning needs, large or small. 

- Doris P.
Lake Zurich, IL

In 2014 our family needed legal services for our special needs daughter. As I searched for a firm with a proven track record in estate planning  associated with a competency in special needs trusts, my priority was to find an attorney we could trust with our daughter’s future. Also, I wanted  an organization that would listen to our personal vision for our daughter  and possess the skill set to implement that vision when we could no  longer guide her through her life.  

Trust, Respect, Being Heard.

These attributes are exemplified by Don Olsen and his firm Wayside Estate Planning and Business Planning. I am so deeply  grateful to this group of highly qualified professionals who were able to take the concerns, questions and aspirations we held for our daughter  and develop a customized comprehensive plan for our family’s future.

Concurrently, I opened a small real estate company. Waypoint Estate  and Business Planning met all my needs in the creation of the LLC, Corporation,  and real estate transactions. Their guidance which at times included “hand holding’ established a structure for my business that has contributed to our success.

We are confident in our future because we are confident with the team at Waypoint Estate and Business Planning. 

- Renee C.
Wheaton, IL

Don and his team were very responsive, thorough and easy to work with. They made the seemingly complex and overwhelming task of setting up our will and trust seem easy. We really should have done it years earlier! 

- Jennifer A.
Arlington Heights, IL

After losing two immediate family members in a matter of weeks last Fall, I turned to Waypoint Estate and Business Planning to handle my estate planning needs.   

My experience with the entire Waypoint team has been nothing short of outstanding.  They are professional, knowledgeable and incredibly responsive.   

In a time of duress and confusion, they consistently offered sound guidance and legal advice and provided me and my wife peace of mind when we needed it most.   

Whether working with Don Olsen, Denise Caldwell or Maura Olsen, the service level, the professionalism and the empathy are common traits woven into the fabric of their entire team." 

- Jae K.
Glenview, IL