Our Mission

High Point Capital Group brings a fresh, independent approach to financial planning. Founded by a group of financial advisors we bring decades of collective experience, achievement, and respect to our clients.

Focused on delivering objective guidance and advice, High Point Capital Group specializes in holistic financial planning. Working with a wide array of individuals, families, businesses and employees, our agency collaborates with clients to create a personalized plan to help accumulate and grow their assets.

As holistic financial advisors, we take a comprehensive and integrated approach to financial planning, considering various aspects of an individual's or a family's financial life. Instead of focusing solely on one aspect, such as investments or insurance, we examine the broader picture to develop a well-rounded strategy, including:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow & Budgeting Analysis
  • Education Savings Planning
  • Life Insurance Analysis
  • Long-Term Care Protection Strategies
  • Employer-Sponsored Retirement Plans

Regardless of where you are in your stage of planning – whether initiating the planning process or already enjoying retirement – our team-oriented wealth management can assist you in preparing for the future and realizing the retirement you've always envisioned. Our goal is to create a plan that safeguards against outliving your resources and has the potential to leave a lasting legacy.

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Let us assist you in making great decisions about growing and preserving your wealth.