Only Individual Client Care
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:
- How to Write a Check
- 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.
Some Framework
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
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!
Our Service
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
7 Steps We May Use
- Initial Inquiry/Community Outreach
- FREE Get Acquainted Meeting
- Data Gathering and Initial Preparation
- Interactive Goal Setting
- Analysis and Plan Formulation
- Presentation of Your Financial Plan
- Financial Checkups
Contact Us today to find out more!