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.
At High Point Retirement, we provide a full 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 fiduciary providers. In fact, our firm is built on collaboration. It’s not about one person’s knowledge—it’s about a team of specialists who have each mastered their discipline, whether that’s income design, tax strategy, or portfolio management. Together, we create strategies that help bring clarity and stability to retirement.
Starting your retirement planning early, years before you actually retire, can give you the best chance to retire and stay retired living your desired lifestyle. We help with the full scope 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 options that can provide lifetime income no matter what the stock market is doing.
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.
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. Our investment team at The Peak Wealth Management can help with both traditional portfolios and modern investment strategies, like structured notes and buffered ETFs.
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 a stress-free transfer of wealth which can 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.
With decades 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.
Each of our team members is here to serve you impeccably, and each of our advisors has a completely different emphasis working in tandem with each other, with our clients, and with our network of investment managers, tax professionals, and estate attorneys. We invite you to browse through these individual pages to learn more about each team member, their unique background, experiences, focus areas, and their approach to their work.
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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!
High Point Retirement
10405 S McDowell Mountain Ranch Rd, Suite C241
Scottsdale, AZ 85255
480-714-8244
nate@highpointretirement.com
dawn@highpointretirement.com
High Point Retirement
9750 Olympia Drive
Fishers, Indiana 46037
317-498-8827
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