Our Firm

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 Commitment

We are committed to your needs. Our greatest asset is you.

  • 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.

Our Team

  • 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 Approach:

Through mutual respect and a commitment to integrity, High Point Financial Group will assist you in developing and implementing a strategy to help you achieve your financial objectives.

We offer a full range of products for financial, retirement, insurance and risk management planning for corporate and individual needs:

  • Executive Benefits (Key Person, Deferred Compensation, Executive Bonus)
  • Buy/Sell Agreement Funding
  • Qualified Plan implementation: 401(k), SIMPLE/SEP IRA, Profit Sharing
  • Group Benefits (Life, Health, Disability, and Long-Term Care Insurance)

Fee based financial planning and other investment advisory services offered through Eagle Strategies LLC, A Registered Investment Adviser, include:

  • Comprehensive Exit Planning for Business Owners 
  • Wrap-Free Accounts 
  • Fee Based Financial Planning 
  • Third Party Money Manager 
  • Money Management Programs – Individually Managed Portfolios 

Personal financial strategies with an emphasis on Tax-Efficiency and Leaving a Legacy:

  • Brokerage Accounts, Mutual Funds*, Variable Universal Life and Variable Annuities*
  • Individual Life Insurance, Long-Term Care Insurance and Disability Income Insurance, IRA Rollovers, Roth re-characterization, Accumulation and Income Portfolios
  • Retirement Income strategies, including Immediate and Deferred Fixed Annuities
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC)