William Schaffnit

Wealth Advisor

Bill Schaffnit, CERTIFIED FINANCIAL PLANNER ™ – professional and Chartered Life Underwriter, is the founding partner of HighPoint Planning Partners, LLC . Since 1976, he has had a professional financial services practice focused on helping individuals, families and businesses pursue their financial goals.

Bill specializes in corporate benefits, business succession planning, wealth accumulation strategies and estate planning. He is registered with the firm’s broker/dealer, LPL Financial, as a registered representative as well as a fee-for-service Investment Advisor Representative with HighPoint Advisor Group.

Bill has served on the boards of the Estate Planning Council, The Society of Financial Service Professionals, and The Association of Insurance and Financial Advisors.

HighPoint News

HighPoint Named to Financial Times Top 300

For the third year in a row, HighPoint Advisor Group has been named to the…
More  

HighPoint in Forbes

Click here to read the most recent article from Forbes magazine about HighPoint Advisor Group.
More  

Top Financial Advisors

For the second year in a row, HighPoint Advisor Group has been named to the…
More  

Fostering A Unique Client Service – Forbes Article

Click here to read an older issue written by Forbes magazine regarding HighPoint Advisory Group.
More