Few situations are more frustrating than feeling misunderstood. Think about how misunderstandings are the root of conflict At work, home, or socially. A failure to listen and really hear what the other party is saying is where most misunderstandings begin. And where your finances are concerned, misunderstandings can have dire consequences. At HighPoint Planning Partners, LLC , we place a premium on the art of listening in an effort to understand you, and your goals and dreams, as well as your concerns. We believe this is the most critical step in determining the path to financial independence that's right for you. Serve you in the capacity of your personal chief financial officer by using our vast resources to oversee and manage your portfolio. This provides you with confidence that your plan will be aligned with your unique needs. By working with a select group of clients, we are able to develop a depth of understanding about each client's financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.
|Firm Start Year:||2013|
|Name of Broker/Dealer:||LPL FINANCIAL|
|Name of Custodial Firm:||THE PRIVATE TRUST COMPANY|
|States Licensed in:||IL, IN, WI|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Non-Profit Organizations , Businesses , Individual Investors|
|Investment Types:||Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , Video Conference , Via phone , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||5000|
|Compensation Methods:||Based on Assets , Flat Fee|
|Fee % Based on Assets:||1.25|
|Additional Details on Charges:||
Complimentary initial consultation offered.|
Hourly rate is for consulting issues. Flat fee is for financial planning services. Asset management fees are based on household assets under management. rate is a sliding scale begins at 1.25%. Fee discounts at $150,000, $300,000, $500,000 and $1,000,000.
|Minimum Fee Charged for Managed Accounts:||1.25|
|Organization:||Boys & Girls Clubs of Dundee Township Carpentersville, IL|
|Duration :||11/2009-Currently holding|
|Bachelors, Management - Accountiung||
Purdue University Calumet - Highland, IN
Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Planning Partners and HighPoint Advisor Group are separate entities from LPL Financial.
Jason Nowitzki is a Wealth Advisor with HighPoint Planning Partners. He focuses on strategies to help clients understand what changes they need to make today to make sure they can continue to live whatever lifestyle they plan for in retirement. Jason is also skilled at developing strategies for families with children preparing to go to college. He has a deep understanding of financial aid and what strategies can be used to lower the out of pocket cost of college.
Jason prefers to work as a team member with his clients legal and tax advisors*. He then develops customized, individual recommendations that are designed to address each clients unique needs that go beyond their investment portfolio. Successful individuals and families work with Jason to: > Develop and implement a comprehensive plan for wealth management to address financial issues in all their areas of concern. > Help understand what each of their individual values are to help them work towards make better financial decisions that are not emotionally biased. > Understand how various financial risks can become roadblocks to success and develop strategies to address them. > Obtain an independent second opinion from a top financial advisor in their community. *Tax and legal services are neither provided nor endorsed by HighPoint Planning Partners, LPL Financial or affiliated advisors.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.