Our Services
Wealth Management
Our wealth management service takes a holistic approach to how you manage all of your assets. We help you set your financial goals and work with you to create actionable steps you can take to pursue those goals. A good financial plan will give you the organization, structure, and strategy to have peace of mind about your finances.
No matter if you are starting your career, in retirement, or any stage in between.
Often a major life event can trigger a change in your goals and financial plan. We can help you reevaluate your goals and update your financial plan when this happens. We want to be your lifelong partner in helping you achieve your financial goals at all stages of your lifie.
Retirement Planning
It can be difficult to know where to start when it comes to planning for your retirement. Our retirement planning services will help you get started and help you stay on track as you pursue your retirement goals.
Getting married, starting a family, career changes, and other life events often require changes to your retirement plan. We have the experience and knowledge to help you adjust your retirement plan throughout your life.
Once in retirement, it can be challenging to know what the best way is to maximize your investments. We can help prioritize how you use your investments to maximize your money and use it most effectively.
We build portfolios tailored to your specific needs and the needs of your family. Our planning tools can help you better understand what retirement can look like for you, and we can help you create actionable steps to meet your retirement goals at any stage of life.
Financial Planning
When you are getting started in your career or starting a family, it can be difficult to know how to reduce your debt, start planning for retirement, and build an emergency fund. Taking those first steps can be the most difficult. Our financial planning services make the process much easier. We can help you figure out how to make the best use of your money now and in the future.
Small Business Retirement Plans
In order to stay competitive, most small businesses are finding it essential to offer retirement plans to their employees. At Highpointe Wealth Management, we specialize in retirement plans for small businesses that have one to 50 employees.
We believe our plans are reasonably priced compared to larger firms. We handle the onboarding process and make sure your employees understand their options. Employees can set up individual meetings where we can answer any specific questions and help them make the best choice for their unique needs and goals. We provide ongoing service to you and your employees.