HighPoint Planning Partners uses a comprehensive discovery process to help you pursue your financial
objectives, which begins with learning all we can about you. Knowing what is important provides a
vital foundation for determining which investment choices might be right for you.
We take the time to understand your overall lifestyle and personal needs to make informed decisions. We listen carefully to understand your short and long-term goals and discuss how your goals may impact your financial plan. We show you where you are today and work with you to personalize the steps involved in helping you pursue your financial goals.
Based on your unique situation, we present a variety of possible strategies and help you determine which may be most appropriate for your situation. Once we agree on the right plan for you, we leverage our knowledge and substantial resources to ensure it is fully implemented and properly monitored. We continuously review your financial strategy and make recommendations on new ways to approach your goals, as needed.
We recognize that you have your own preference for the frequency and manner in which we communicate with you regarding your financial plan. Just as we create a financial plan tailored to your individual needs, we also strive to understand the best way to keep you informed. We are respectful of your time and your privacy and tailor our service schedule to your tastes.
|Firm Start Year:||2013|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||Alabama California Florida Illinois Nevada New Jersey North Carolina Ohio South Carolina Texas|
|Number of Years with Current Firm:||6|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care, Variable Life, Variable Annuity|
|Firm's Number of Planning Clients:||50|
|Firm's Number of Managed Clients:||150|
|Assets Managed by Firm:||$4,300,000,000.00|
|Assets Managed by Advisor:||$24,000,000.00|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Based on Assets|
|Bachelor of Science - Business||
Northern Illinois University - Dekalb, IL
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FTs research. The listing reflected each practices performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practices future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Jeffrey E. Martin provides holistic fee-based planning for high net worth individuals, families, businesses and professionals. Jeffreys primary goal is to provide a high level of service utilizing a detailed step by step process towards financial success. Jeffrey takes great pride in understanding the needs of his clients and is guided by his principals, ethics and professionalism in every stage of the process. Whether your needs are in estate planning, retirement or investment management, Jeffrey can help develop a plan towards success.
Jeffrey holds a series 7, 63 and 65 registrations through LPL along with is life & health licenses. He also holds the Chartered Retirement Planning Counselor designation (CRPC). He started is planning career at Ameriprise Financial in 2003, where for 11 years helped his clients navigate through one of the worst financial downturns in modern history. While at Ameriprise, Jeffrey earned the 2004 and 2005 Presidents Award based on his holistic planning approach that he still utilizes today. Jeffrey was awarded the FIVE STAR Wealth Management Award 4 times('13,'17,'18,'19)and was featured in Forbes and Chicago Magazine.
Jeffrey is also a former touring golf professional and still continues to play in various amateur events after getting his amateur status reinstated. He enjoys fishing, camping and time with his family. He is married to his kindergarten sweet heart, Colleen and they have twin boys: Jacob and Joshua.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|New Market||Owens Cross Roads|
4 time Five Star Wealth Management Award in 2013,2017,2018 and 2019