If you’ve been wondering when you will be able to retire, how you will retire, and how long your money will last in retirement, we want to welcome you to High Point Retirement. Our whole focus is on helping people age 55+ retire, stay retired, and achieve their peak personal vision for their retirement. Retirement is a completely unique time of life requiring comprehensive planning that encompasses all of your assets and benefits, reliable income generation, tax mitigation, and tax-advantaged legacy planning. Don’t put things off, let’s work together to create your plan well in advance of your retirement day! Your dreams are our goals.
Services Available Through High Point Retirement
At High Point Retirement, we provide a range of services to individuals and couples who are serious about retirement and who are within a 10-year window or so of their desired retirement date. We provide customized plans with a range of services delivered seamlessly by our team in conjunction with our network of providers. In fact, our firm is built on collaboration. It’s not about one person’s knowledge—it’s about a team of professionals, each experienced in their field, whether that’s income design, tax strategy, or portfolio management. Together, we create strategies that help bring clarity and stability to retirement.
Retirement Planning
Starting your retirement planning early, years before you actually retire, could give you the best chance to retire and stay retired living your desired lifestyle. We help with a range of retirement income planning starting with an analysis of all your sources of income. We’ll help you plan for tax-efficient distributions from qualified retirement plans, make pension decisions, optimize your Social Security benefits, and review income planning options.
Tax Efficient Strategies
Remember the money you have in tax-deferred retirement accounts like 401(k)s are subject to ordinary income taxes. Beginning at age 73, you will have to withdraw a certain percentage annually by December 31, with no grace period to tax day. Required minimum distributions (RMDs) can come with hefty tax consequences, and we can help you consider whether potential tax mitigation strategies like Roth conversions can reduce your burden in the future.
Asset Management
Through our strategic partner, you’ll have access to hundreds of innovative, independent strategies and products that can give you an edge in terms of your retirement portfolio. Your custom plan is built around your risk profile, need for retirement safety and principal protection, and desire and need for future growth.
Legacy & Preservation Strategies
If you have a family and/or assets, we provide solutions that can help you pass on a tax-advantaged legacy to your heirs and/or charities, and provide legacy planning services which could bypass probate when structured properly using life insurance inside or outside a trust. Optional living benefits can also be added to protect you and your family, including spousal income protection, and critical care and long-term care coverage.
“Retirement Bootcamp” At High Point Retirement
With many years of combined experience, our team understands the rigors and risks retirees face without proper retirement planning. Our process, Retirement Bootcamp, has been developed to address four specific aspects of retirement.
Retirement BootcampContact Us
Meet the High Point Retirement Team
Each of our team members is here to serve you impeccably and work in tandem with one each other and our clients. We invite you to browse through these individual pages to learn more about each team member, their unique background, experience, focus areas, and their approach to work.
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Contact High Point Retirement
Yes, I would like to have a no-obligation, complimentary conversation about my retirement!
If you would like our team to discuss your personal retirement situation and develop a plan to help you retire and stay retired while living your retirement dream, reach out to use as soon as possible. We look forward to meeting you!
Scottsdale Office
High Point Retirement
10405 S McDowell Mountain Ranch Rd, Suite C241
Scottsdale, AZ 85255
480-714-8244
nate@highpointretirement.com
dawn@highpointretirement.com
Indiana Office
High Point Retirement
9750 Olympia Drive
Fishers, Indiana 46037
317-498-8827
Insurance products are offered through the insurance business High Point Retirement. High Point Retirement is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser.
IPW does not offer insurance products. The insurance products offered by High Point Retirement are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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