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Financial Planning Tailored to Your Specific Needs

Developing Personalized Plans

Developing Personalized Plans

At Highpoint, our team is dedicated towards utilizing our expertise in providing you with the best, clear version of your financial future through the coordination of your financial goals with a simplified, personalized plan. This philosophy means we spend a great deal of time listening. This leads to invaluable input concerning growing and maintaining the necessary resources in order to meet your goals. This allows us to provide you with key information to successfully create, preserve, and grow your wealth.

Launching Your Journey

Launching Your Journey

Before we discuss strategy and services, we want to learn about you. To help us in this scenario, we provide questionnaires that dive-deep into your lifestyle, needs, wants, and retirement plans. At the same time, we carefully examine documents and your personal income to determine your current financial health. With these and other tools, we obtain a clear picture of what you require from a financial strategy perspective.

Envisioning the Destination

Envisioning the Destination

Just as important as your current situation is your dream for the future. The focus here is on the outcome for you, your loved ones and your future lifestyle. Our process helps bring your intentions into focus while also building an understanding of certain investments and risks that can help you get there. Throughout the course of our ongoing relationship, we continually collect information that helps determine a foundation on which to build your path.

Developing Resources For Each Phase of Life

Each life stage has unique financial needs. We’re here to help with all your current and future goals.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

Getting You to the Life You Deserve

Getting You to the Life You Deserve

The final step focuses in closing the gap between where you are now, and where you want to be in the future, is your personalized plan. Our skilled staff combines experience with our outstanding financial instruments to assist you on your journey. The plan we develop together is flexible, to adjust as you move forward, and we continue to keep an eye on your investments and wealth by suggesting reallocations or additions when necessary.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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About Us

Backed by experience, education and certification, we work together with you to create clear solutions that are tailored to fit your needs and goals.

Our Firm

Contact Us

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.

Contact Us

Services

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.

Personal Services