HighRise Wealth Management

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Highrise Wealth Management Logo

Services

Service Packages

Quick Consult Session

  • Addresses a few needs or problems you may have
  • Follow up E-Mail with a meeting summary, available options, and optional guidance to reach your goals
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Comprehensive Financial Plan

2-Hour Meeting in person or virtual
  • Cash flow Analysis
  • Debt Planning
  • Investment Management
  • Insurance Analysis
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Charitable Giving
  • Tax Planning
  • Other topics as needed
Book Your Call

On-Going Financial Planning & Investment Management

  • Complete Comprehensive Financial Plan Package
  • 2-4 Reviews Annually
    Your own personal portal to organize in one location
  • New Opportunity Updates
  • Investment Management
  • Access to advisor through phone or email
  • Annual ‘HighRise Family’ Event Invitation
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Services

Cash Flow Analysis

Analyze your monthly/annual cash flow to assist in discovering the most efficient path to your goals.

Debt Planning

Create a Strategy to minimize debt at the most efficient rate.

Investment Management

Manage your investment portfolio to maximize wealth through various market conditions.

Insurance Analysis

Review risk management portfolio to mitigate risk as you work towards your goals.

Retirement Planning

Create and Monitor a plan around retirement desired income, age, and miscellaneous goals.

Estate Planning

Create a customized Estate Plan that will maximize wealth retention within your family.

Business Planning

Develop strategies to open cash flow, increase employee retention, save in taxes. This gives the business owner peace of mind and allows him/her to spend more time on what makes their business successful. How can your business maximize your personal financial situation?

Charitable Giving

Provide different strategies on how to maximize the benefit you will like to provide to an organization while potentially creating benefits for your personal finance. Tax Planning: What tax savings opportunities do you have available?

Life Insurance

How much Life Insurance do you need for your family to maintain the same style of living?

Disability Insurance

If you can’t work due to a disability how will you cover expenses?

Health Insurance

Which Health Insurance plan works best for your family’s needs?

Long-Term Care

Who will cover the costs of a caregiver?

Annuities

How can annuities bring value to your portfolio?

Business Services

Tax Planning

We do not prepare your taxes but our goal is to develop strategies to maximize your tax benefit as well as be prepared for your CPA.

Customized Retirement Plan Set Up

The construction of customized retirement plans for your business to maximize employee retention, tax benefit, and personal savings. We develop custom Simple IRA, SEP IRA, Solo 401(k), Group 401(k), Profit Sharing, Defined Benefit Plans, etc.

Health Insurance

We partner with experienced brokers to provide unique strategies in how to maximize health insurance for your employees while minimizing costs for the business.

Dental Insurance

We partner with experienced brokers to provide unique strategies in how to maximize Dental insurance for your employees while minimizing costs for the business.

Vision Insurance

We partner with experienced brokers to provide unique strategies in how to maximize Vision insurance for your employees while minimizing costs for the business.

Disability Insurance

We partner with experienced brokers to provide unique strategies in how to maximize disability insurance for your employees while minimizing costs for the business.

Key Man Life/Disability Insurance

We provide various options with creating a plan around protecting the most important individuals within an organization to assure the company will continue to run efficiently.

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Personal Monthly Budget

The personal monthly budget is the initial step in the financial planning process. It provides a clear understanding of cash flow prior to developing a strategy to help you accomplish your financial goals.