Our Expertise
- Annuities: As experts in annuity solutions, we focus on strategies that provide guaranteed income, tax efficiency, and risk management. We help you understand the different types of annuities and how they can fit seamlessly into your retirement plan.
- Retirement Income Planning: We design plans to maximize your income streams, ensuring you never outlive your savings.
- Social Security Optimization: As an RSSA, Monty offers insights to help you maximize your Social Security benefits, ensuring they integrate effectively into your overall retirement plan.
- Life Insurance & Legacy Planning: From overfunded life policies for your grandchildren to estate planning, we help you leave a meaningful legacy.
- Medicare & Long-term Care: Navigating healthcare in retirement can be complex. We simplify the options, helping you choose the best path forward.
- Investment Strategies: Our investment approach is grounded in tax efficiency and asset protection, ensuring your wealth continues to grow safely.
Our Promise
We promise to always act in your best interest—prioritizing trust, transparency, and education at every step. As an Independent Advisor Representative with a Series 65 license, Monty McCurley is committed to ongoing learning, ensuring that you benefit from the latest strategies in retirement planning.
Our Mission
To provide a personalized, holistic financial plan that not only secures your retirement but also empowers you to live it fully. With our reassuring, friendly, and professional guidance, we aim to help you achieve peace of mind knowing your future is in trusted hands.
At High Point Financial Group, we don’t just plan for your retirement—we help you build it. Let's secure a future you’re excited about.
Your goals. Our guidance.