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

  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

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