DEEPER UNDERSTANDING SETS US APART
Few situations are more frustrating than feeling misunderstood. Think about how misunderstandings are the root of conflict—at work, home, or socially. A failure to listen and really hear what the other party is saying is where most misunderstandings begin. And where your finances are concerned, misunderstandings can have dire consequences.
At HighPoint Planning Partners, LLC , we place a premium on the art of listening in an effort to understand you, and your goals and dreams, as well as your concerns. We believe this is the most critical step in determining the path to financial independence that’s right for you.
Serve you in the capacity of your personal chief financial officer by using our vast resources to oversee and manage your portfolio. This provides you with confidence that your plan will be aligned with your unique needs.
By working with a select group of clients, we are able to develop a depth of understanding about each client’s financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.
See our affiliate offices at:
2001 Butterfield Road Suite 1000
Downers Grove, IL 60110
100 Illinois Street Suite 200
St Charles, IL 60174
2815 Forbs Avenue
Hoffman Estates, IL 60192
5250 Old Orchard Road
Skokie, IL 60077