Regardless of where you are when it comes to financial health in your life stage, our team is available to help you with the following high-quality products and services designed to help you succeed.
Our objective is to help you create and maintain a diverse portfolio that meets your risk tolerance, time horizon, and financial objectives. Offering insights on both traditional and alternative asset classes provides you with the confidence and information necessary to make wise investment decisions. We also deliver ongoing monitoring services and asset allocation recommendations when needed.
With our goal of working with you to secure your needs for now and in the future, we evaluate your current assets and financial position, while helping you focus on what's coming down the road. We also work with your attorney to develop strategies and distribution approaches that allow you to pass your wealth to future generations with minimal tax requirements on you or your loved ones.
Taxes are a part of life, but the good news is that they don't have to erode your income or wealth. At Highpoint Financial, we're dedicated to providing you with tactics that can assist you in your overall tax situation--which can allow you to keep more of your wealth.
Part of wealth building and financial planning involves protecting your loved ones when unexpected events occur. The goal with our insurance products is to help you create and maintain a well-structured and sound insurance strategy to protect your capital and loved ones in the event of a disability or death.
A sound approach in retirement planning includes an analysis of your potential retirement-income resources and what you'll need to be comfortable when you leave your job. Throughout the process, and beyond, our focus is on helping you build an income stream that allows you to pursue the retirement of your dreams.
Years of experience have prepared us to guide you through the multiple stages of life by developing a personalized strategy for your financial situation.
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 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.