HighPoint Planning Partners, LLC was founded to assist individuals and families in every aspect of their financial lives. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That’s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.
Our Independence is Your Advantage
Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, HighPoint Planning Partners, LLC has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.
We believe relationships that lead to financial success are built on a foundation of mutual trust, transparency and accountability. Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we will do everything we can to help keep your plan on track toward achieving your goals.
Through our financial planning process, we discover your needs and goals, analyze your present situation, create a custom plan and make adjustments to your plan as needed. We help ensure that your financial needs are being addressed so that you can concentrate on doing the things you enjoy most.