Forms – Highsmith Financial Planning located in Brownsburg, IN

Skip to content

Join Our Mailing List

HOME
ABOUT
SERVICES
FORMS
CONTACT

Menu

Client Forms

Form ADV Part II

As a Registered Investment Advisory firm, we are required to provide our clients with Part 2 of Form ADV upon our initial engagement and to offer it to you on an annual basis.
Confidential Questionnaire

Confidential Questionnaire and Data Collection.

Disclosure & Copyright

Disclosure:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Highsmith, President, Highsmith Financial Planning, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. The author, publisher and host of this site are not providing legal, accounting, tax, or specific advice concerning your situation. Links to other sites endorsing an investment should not be construed to be a recommendation of that investment by Highsmith Financial Planning, LLC. Fee-only financial planning and investment advisory services are offered through Highsmith Financial Planning, LLC, an investment advisory firm registered in the state of Indiana. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states in which Highsmith Financial Planning, LLC is registered or eligible to provide advisory services under applicable de minimis rules.

Copyright:

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text, articles and Highsmith Financial Planning's logos: © 2010 Highsmith Financial Planning, LLC. Steve Highsmith, President. Certain text, articles and GPN logos: © 2010 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. "Building Brighter Financial Futures" and "Financial Planning and Advice for Everyday Life" and "Hourly, As-Needed Financial Planning and Advice for Everyday Life ... The New Choice for Smart Consumers" and 'Making Competent, Objective Financial Advice Accessible' are The Garrett Planning Network, Inc. trademarked slogans.

©2025 Highsmith Financial Planning, LLC. All rights reserved.
An Indiana Registered Investment Adviser

Site by Advisor Designs