High Point Retirement

Fishers, Indiana

5.0 (2 reviews)
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About

High Point Retirement serves individuals and couples aged 55 and older within approximately 10 years of their intended retirement date, located in Fishers, Indiana and Scottsdale, Arizona. The firm offers retirement income planning encompassing Social Security optimization, qualified plan distribution strategies, and required minimum distribution analysis, along with tax-efficient strategies, asset management through a strategic partner, and legacy planning services including trust and insurance-based vehicles. The firm operates through a collaborative team model and has developed a process called Retirement Bootcamp to address multiple dimensions of retirement readiness. High Point Retirement operates as both an insurance business offering insurance products and as an investment advisory practice through Impact Partnership Wealth, LLC, a registered investment adviser.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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