wiseradvisor

Jason Nowitzki, CRPC®
HighPoint Planning Partners

Tel: (224) 6994630x3
317 N Lincoln Ave
Carpnetersville, IL 60110

Deeper understanding sets us apart.

HighPoint Planning Partners | Financial Advisor in Carpnetersville ,IL

About HighPoint Planning Partners

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.


General Information

Firm Start Year:   2013
Insurance License#:   3130504
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


Services

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


Compliance

Registered Representative:   Yes
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
Hourly Rate:   250
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


Board Positions

Organization:  Boys & Girls Clubs of Dundee Township  Carpentersville, IL
Position :  Treasurer
Duration :  11/2009-Currently holding


Education

Bachelors, Management - Accountiung  Purdue University Calumet - Highland, IN
1991-1995



Faqs

  • What services do you offer? Financial planning, investment advisory services & insurance.
  • How are you compensated? How will I pay for your services? For financial planning I charge a flat annual fee. I also can be retained for hourly consultative issues.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? I can work either on a discretionary or non-discretionary basis.
  • Have you ever been charged with any breaches? No.
  • What is your experience? How many clients do you currently manage? I have 20 years of experience in financial services that were preceded by twelve years in retail banking.
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Disclosures

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, CRPC®

Jason Nowitzki, CRPC®

CRPC®

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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Awards & Recognitions

Five Star Wealth Manager
(01/01/2016)

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.

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