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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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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
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.
5107632-02/26
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