- The HPP Difference
- Investment Planning
- Retirement Planning
- Estate Planning & Charitable Giving
- Risk Management & Insurance
- Cash Flow & Budget
- Assistance to Family & Friends
- Income Tax Planning
- Strategic Partnerships
Income Tax Planning
Income Tax Planning
Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can provide you with a working knowledge of those complexities to help you strategize and preserve your assets.
- Review of Cost Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Tax Return Review
- Roth Conversion Opportunities
- Health Savings & Flexible Spending Accounts
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Highpoint Planning Partners
Highpoint Advisor Group
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.
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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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