Founded and led by industry veteran Monty McCurley, our firm specializes in guiding pre-retirees and retirees through comprehensive financial planning and insurance. At High Point, we understand each financial journey is unique, and we are committed to providing personalized strategies tailored to your needs. Explore the path to financial security with us and reach the pinnacle of your prosperity.
What sets us apart is our commitment to unique strategies for tax mitigation. From our innovative Roth Conversion Alternative to setting up a Mortgage-Free Life, we go beyond traditional approaches to protect and grow your investments. Ready to learn more?