Broker Check

What We Do

Investment Management

Investment Management

At High Point Capital Group, we recognize the complexity and uncertainty that often accompany retirement planning. That's why our dedicated team of financial advisors is here to provide you with expert guidance every step of the way, guiding you towards a confident future. 

We start by thoroughly evaluating your current financial situation and listening closely to your unique retirement aspirations. From there, we craft a personalized plan customized to your needs, covering everything from assessing your retirement readiness to optimizing your Social Security claiming strategy. 

With our guidance, you can enjoy the peace of mind and freedom to embrace life's next chapter with confidence.

Investment Management

Investment Management

Our investment management services are designed to empower clients to navigate the complexities of the financial markets with confidence and clarity. Our experienced team of investment managers use strategies to align with each client's goals, risk tolerance, and time horizon. 

With a focus on transparency, integrity, and a long-term perspective, we strive to build lasting partnerships whether you're planning for retirement, saving for a major purchase, or seeking to grow your wealth.

Insurance

Insurance

We offer a range of risk mitigation solutions including disability, life, and long-term care insurance. Our approach begins with an assessment of your needs and circumstances. Whether you're safeguarding your income against unforeseen disabilities, ensuring financial security for your loved ones with life insurance, or preparing for the costs of long-term care, we work closely with you to find a policy that provides the right coverage for your needs. 

With our commitment to exceptional service and ongoing support, you can have a sense of security knowing that you and your family are protected against life's uncertainties.

Estate Planning

Estate Planning

Our approach is centered on implementing strategies aimed at preserving wealth, safeguarding assets, and facilitating the seamless transfer of wealth according to both individual preferences and legal requirements. High Point Capital Group is dedicated to developing solutions that align with your specific priorities. 

We empower our clients to make informed decisions that not only reflect their values but also provide lasting financial security for their loved ones. With our expertise and commitment to excellence, you can trust us to navigate the intricacies of estate planning with precision and care, ultimately helping you achieve peace of mind and a legacy that endures.

Corporate Education

Corporate Education

We collaborate with employers to deliver financial education and guidance to their employees, fostering a culture of financial wellness within the workplace. Through a comprehensive approach encompassing workshops and one-on-one consultations, we empower individuals to make informed decisions regarding budgeting, saving, investing, risk mitigation, and retirement planning. 

By addressing the unique needs of each employee, we aim to cultivate confidence and security, ultimately enhancing productivity, satisfaction, and retention within the organization while building a foundation for long-term financial stability and success.

Learn more at www.bridgefinancialwellness.com

Cash Flow Planning

Cash Flow Planning

Strategic budgeting and cash flow planning provides essential direction in efficiently managing expenses and maximizing financial resources to attain both short-term objectives and long-term aspirations. 

By assisting clients with allocating funds and prioritizing expenditures, individuals can navigate economic uncertainties to better ensure financial stability. Through strategic budgeting, proactive measures can be implemented to mitigate risks, seize opportunities, and cultivate sustainable financial growth, thereby enhancing overall financial well-being and resilience.

Medicare & Health Insurance Evaluations

Medicare & Health Insurance Evaluations

Our Medicare and Health Insurance planning services are designed to help individuals and families to make informed decisions about their healthcare coverage. Whether you're retiring early, experiencing a life change, or simply seeking to optimize your coverage, our team is here to assist you.  From understanding Medicare Part A, B, C, and D to exploring supplemental insurance plans, we provide comprehensive support every step of the way.

Thank you!
Oops!