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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:

  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.

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

  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!