Common Services

High Point Financial Group provides individuals, families, and business owners with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.

Business Owners

  • Executive Benefits
  • Succession Planning
  • Key Person Insurance
  • Funding Buy-Sell Agreements
  • Funding Deferred Compensation
  • Exit Planning

Personal Solutions

  • Wealth Management and Retirement Planning
  • Financial Planning
  • Estate Planning
  • Asset Protection
  • Charitable Planning
  • Investment Management
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers

Newsletters

  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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