We all know the value of a good fit. We’re happy when our children find the right fit in school, and when we feel a sense of belonging in our communities. It’s the same with financial advisors. #financialadvisors #wealthmanagement
关于我们
We provide comprehensive advice and plans to help enable our clients to live their best lives. - We believe getting the most out of your life begins with understanding where you are going. Whether you want to save for your children’s education, start a company or spend more time enjoying your financial freedom and less time worrying about the future, we can help. Our goals-based planning approach is focused on helping you enjoy your life now, and in the future. - Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
- 网站
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https://www.hightoweradvisors.com/team/htgreatlakes/overview
Hightower Great Lakes的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Valparaiso，IN
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Generational Wealth Transfer Planning、Estate Planning、Tax Planning、Investment management、Wealth Management、Charitable Gift Planning、Personal and Business Tax Planning、Comprehensive Risk Management、Impact Investing和Financial Education
地点
Hightower Great Lakes员工
动态
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Helping an aging loved one may expose you to many new terms and some doctor-speak that will confound you at an already challenging time. Previewing some of these terms can make it easier for you to understand the decisions that you may take a role in choosing: https://bit.ly/40BaSsB
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Several years ago on the ski hill, Don had the realization that advising wealth management clients has much in common with coaching athletes. Both involve educating, communicating, working collaboratively, and helping people work toward their goals: https://bit.ly/3CHYP4S
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It can be difficult to tell the difference between normal aging behaviors and acts that suggest a cognitive issue may be to blame. Our guide shows some behaviors that may indicate it’s time to seek additional care: https://bit.ly/42xg7Ms
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Don’s coaching career started in the late 90s and found it to be a constant learning process. He learned how to coach, what really matters when coaching, and, most importantly, he learned about people: https://bit.ly/3Ez0lqk
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Caring for older individuals can be challenging and it can be especially difficult to know when new behaviors and interactions signal that a loved one is suffering from a condition beyond the normal aging process: https://bit.ly/42xg7Ms
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Happy St. Patrick's Day from all of us at HGL! To help you celebrate, enjoy this delicious Irish Soda Bread recipe – try pairing it with a cup o’ tea to get a little extra festive this year! https://bit.ly/3JroDkN
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What should you do after a loved one passes? The following list may help you during this difficult and stressful time. Not all of the points will apply in all cases, but many of them may: https://bit.ly/4hB6v7E
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“What do I need to do now?” That is a question you might ask yourself after the death of a loved one — and for good reason. There are often a lot of issues to consider and steps to take: https://bit.ly/4hB6v7E
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We take the time to get to know you and your family, understand your hopes, dreams, the lifestyle you want to achieve and any concerns you have, so that we can help build the life you choose to live: https://bit.ly/41eQnU4
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