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:||Insurance , Bonds , Mutual Funds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , At your home , At your office , Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||5000|
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 self-employed medical, legal and tax professionals and successful network marketing professionals in creative college funding strategies and specialized qualified plans. He helps affluent clients address their biggest concerns: preserving their wealth, creditor protection, tax strategies, taking care of their heirs and giving to their most important causes. Jason also helps businesses in evaluating retirement plans and providing workplace financial education.
Jason prefers to work as a team member with his clients legal and tax advisors*. He listens to gain a deep understanding of what is most important to his clients. 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|