Our Firm
- Has more than 150 years of combined experience in the financial services industry.
- Offers local, independent, unbiased professional service to help create an insurance and financial blueprint for your future.
- Facilitates cohesive work between your team of professional advisors to address legal, tax, accounting, business value, insurance, investment, estate and exit objectives.
- Works with a variety of clients in industries such as medical, legal, construction, contracting, technology, real estate, entertainment and many closely-held businesses.
- Offers expertise and customer support drawing from 11 active partners plus a full-time staff.
- What makes us unique: team atmosphere, collective expertise, diverse resources, community involvement, long-term relationships and commitment.
Our Mission
As an active member of the local community, High Point Financial Group, LLC is dedicated to putting our clients first, understanding your unique needs and objectives, providing custom solutions with integrity, efficiency and customer service excellence
Our Approach
First, we identify personal, business and estate objectives by simply listening to you. Next, we design a strategy to fit your short and long-term goals. Then, help you implement and execute with strategic reviews and updates.