Where genuine pride and integrity come first
We have the expertise to guide you to a successful financial future one step at a time.
At HighValue Consulting, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
At HighValue Consulting, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions or want to make an appointment, send us an email or give us a call.
We can assist you in every aspect of planning & protecting your financial future.
HighValue Consulting was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life’s most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Our Services
Business Succession & Planning
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Enhanced Planning
*Our firm does not provide legal advice, and you should consult an attorney for such advice.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Avoiding 401(K) Rollover Mistakes!
The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets. If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!