
Higher Ground Insurance & Financial Services exists to provide individual strategies and solutions to our clients' most pressing financial concerns.
This is accomplished by:
-Listening
-Understanding that our client is the only focus.
-Asking questions and defining the needs and desires of our clients.
-Developing and putting in place a purpose driven financial strategy based on those individual needs and desires.
-Monitoring the progress, and making 'course corrections' as necessary, as the client's Lifetime Partner.
-Adhering to the creed: Prescription before Diagnosis equals Malpractice.
Newsletters
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?