Best Financial Planner in Brownsburg, IN
Best Financial Advisor Brownsburg, IN
Best Financial Advisor Brownsburg, IN

Only Individual Client Care

Some Framework

Highsmith Financial Planning, LLC serves individuals from a spectrum of financial planning needs. We can make some assumptions – we know you have learned at least 2 Financial Lessons:

  1. How to Write a Check
  2. How to Get a Credit Card

…But, as you know, there is so much more. At HFP we are passionate about empowering and equipping people for financial success. You may have a host of questions, or you may not know what to ask. That’s okay, you will, and you will receive answers.

accessible & flexible

NO Account Minimums. Our work with you is:

  • Fee-Only, Hourly, and As-Needed
  • Protected from Conflict of Interest (No Commissions or Kickbacks)
  • Solely for You

Your Goals

Our Service

7 Steps We May Use

You may know, you may not; they might include:

  • Retirement Income
  • Tax Reduction
  • Inflation Minimization
  • Creation and Preservation of Wealth
  • Wealth Transfers
  • Charitable Legacies
  • Risk Reduction for Financial Devastation
  • Peace of Mind!

To help you reach your goals we provide:

  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending
  • Plan College Funding Advice
  • Stock Option Advice
  • Lump Sum Distribution Advice
  • Ongoing Asset Management
  • Life and Disability Insurance Needs Analysis
  • Second Opinion on Investments or Current Financial Plan

1

Initial Inquiry/Community Outreach

2

FREE Get Acquainted Meeting

3

Data Gathering and Initial Preparation

4

Interactive Goal Setting

5

Analysis and Plan Formulation

6

Presentation of Your Financial Plan

7

Financial Checkups

Contact Us today to find out more!