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.