- 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
Brad Schaffnit joined the financial services profession in 2001 to provide accomplished individuals and families with investment management services, family estate planning tools, asset protection and risk management advice from an independent perspective. He also brings experience to business clients in the areas of corporate business succession planning, employee benefit plans, executive benefits strategies and business retirement plans.
He is well-versed in quantitative and fundamental equity analysis, structured portfolio management, and results-driven performance analytics. He holds a Chartered Mutual Fund Consultant designation. He is a registered representative with LPL Financial as well as a fee-for-service Investment Advisor Representative with HighPoint Advisor Group.
Brad is a member of The Professional Partners of The Children’s Place Association. He earned a Bachelor of Arts degree in Finance, from Florida State University.
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Highpoint Planning Partners
2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 719-9222
Fax (630) 495-936 (efax) | Get Directions
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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