Highpoint Financial is an independent, financial services firm that helps you develop and coordinate your financial goals. Backed by experience, education, and certification, our team takes the complexities and guesswork out of laying, planning, and building your financial foundation for the future. Backed by our core values of pursuing knowledge, focusing on capital preservation, effective solutions, and prioritizing client relations, we are truly committed to caring for the clients we serve and creating simplified, clear plans so they can enjoy the life they deserve.
Different life stages require different financial approaches. We're here to offer a hand, whether you need investment advice, want help with estate planning, or require insight into retirement preparation. We'll work with you to build strategies to support your needs, and provide security for whatever life phase you may be in.
Our philosophy is that investing shouldn't be complicated. So, we not only recommend solutions to our clients, but we also prioritize their financial education in order to reduce complexities throughout the process. By providing openness and transparency concerning suggested strategies and services, our clients can gain information to make investments that are suited to your specific investment goals.
We apply our pursuit of knowledge and accreditation to help the clients we serve have the ability to achieve their goals. Through listening avidly and understanding our client's needs, we can develop a clear financial plan and regularly monitor financial progress throughout the client's entire journey.
Our ultimate goal is to help our clients keep more of their money. To that end, we combine know-how with outstanding products and services to create personal, flexible plans. These plans consist of sound tax saving and investment approaches, which help you build wealth and prevent its erosion through capital preservation.
Life is made up of a plethora of important decisions and we make it our priority to guide our clients through it with simplified, and clear solutions. We owe the individuals we serve the best advice in whatever possible stage of life they're in so their plan can be effective and lead them towards reaching their goals.
At Highpoint, we've been in business for more than 25 years and during those years, we've always emphasized relationship-building. This relationship foundation allows us to fully focus on our clients' goals and financial success. Your goals are ours, and your success is what we strive to achieve.
Founder, Financial Advisor
Financial Services Coordinator
Client Relations Manager
Human Resources / Office Management Specialist
Client Services Assistant
We start the journey towards your future of financial simplicity and confidence with an initial conversation that helps us connect with you and understand your personal financial situation.
We care about where you are now in your life and are passionate about helping you reach the financial future you deserve. With your circumstances in mind, we can match you to the right program.
Having gathered key information about you and your unique situation, we help identify and prioritize your goals and develop a simple, personalized strategy in order to get you there.
Next, we'll analyze a plan together based on your goals, and we'll educate you on options and look for alternatives to avoid unexpected life events. Once you're confident, we'll begin implementation.
With your personalized plan intact, we'll bring the journey together. We will continue to educate and monitor during this phase and there may be changes along the way, but we can always adjust.
Throughout the process, we'll help you plan and navigate life's changing circumstances. Through regular analysis, we'll continue progress towards your goals, making adjustments in stride.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.
Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.
Our offices are located in Tulsa, OK, and Muskogee. Interested to see how a comprehensive financial plan can give you financial confidence today and tomorrow? Reach out today.
Years of experience have prepared us to guide you through the multiple stages of life by developing a personalized strategy for your financial situation.
No matter where you are in life's journey, our team is equipped to help you through it with our high-quality products and services, specifically designed for your needs.