At Highview Wealth, the main focus is managing risk. Why? Because too many people are taking far too much risk to achieve their financial and retirement goals.
Managing Risk to Reach Your Retirement Goals
WHY CHOOSE HIGHVIEW WEALTH?
Highview Wealth always puts client needs first. That may seem like an obvious statement, but unfortunately, some advisors give advice that’s best for them and not their clients.
This firm prides itself on knowing a broad spectrum of concepts and products. Even so, it is impossible for one person or one firm to know it all. That is why Highview Wealth has a strategic network of top experts in finance, insurance and law.
The goal here is to be “the” place to go for safe, low-risk wealth building and management, asset protection, tax reduction (or elimination), retirement planning, estate planning, business/corporate planning, and much more.
Please use and enjoy this website, taking time both to read various sections of the site and to watch some educational videos.
MORE INFORMATION
What is Asset Protection?
Most asset protection “gurus” believe asset protection revolves around helping clients protect their money from your “typical” creditor from a negligence suit.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of Highview Wealth, as you will learn when you view this site. To see a brief video presentation on asset protection or to learn more, click here.
Predicting The Future
Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backwards in a Bear market? Learn More….
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This website discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.
Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)
What you are about to learn will be very exciting to you.
For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye opener.
This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.
For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.