At HighPoint Planning Partners, LLC, we know it’s difficult to feel confident about your financial situation and future needs if you don’t have a comprehensive financial plan in place to serve as your roadmap on your journey to financial independence.
That’s why we believe that private wealth management is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.
Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to help pursue multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
HighPoint Planning Partners delivers customized personal wealth management services that address your unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach that features:
- Fee-Based Personal Financial Planning
- Strategic Asset Management
- Retirement Planning
- Tax Strategies
- Risk Management Solutions
- Education Planning
- Long-Term Care
- Estate Planning
- Legacy Planning and Charitable Giving