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.

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!

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