- The HPP Difference
- Services
Your Roadmap to Financial Freedom
SERVICES
Investment Planning- Review of Portfolio
- Asset Allocation
- Time Horizon
- Withdrawal Strategies
- Stock Concentration
- Review Investments
Held Outside the Firm
Retirement Planning- Retirement Goal Setting
- Social Security & Medicare
- Business Succession Planning
- IRA Contributions & Conversions
- Employer Sponsored Plans & 401(k)
- Annuities & Pensions
- RMD & Withdrawal Strategies
- Self-Employed Retirement Plans
Estate Planning & Charitable Giving- Wills – Review Beneficiaries
- Power of Attorney – Review for accuracy
- Trusts
- Irrevocable Life Insurance Trusts
- Estate Taxes – Review methods for reduction
- Charitable Giving & Trusts
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial
Risk Management & Insurance- Review of Existing Policies
- Life Insurance Needs
- Long-Term Care Insurance
- Disability Insurance
- Health Insurance
Cash Flow & Budget- Income Sources
- Expenses & Budgeting
- Debt Management
- One-Time Expenses
- Planned Large Expenses
- Emergency Funding
- Dollar Cost Averaging
Assistance to Family & Friends- Gifting
- Education Planning
- Caring for Elderly
- 529 College Plan Review
- Roth IRA for Children
- UTMA
Income Tax Planning- Review of Cost Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Tax Return Review
- Potential Roth Conversion
- Health Savings & Flexible Spending Accounts
Ready To Talk About Your Future?
Let's work up a plan.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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