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Jeffrey E Martin

HighPoint Planning Partners,LLC Registered Investment Advisor

221 East Side Square
Suite 1B & 1C

Huntsville, AL 35801
(256) 7637500

Highpoint Planning Partners,LLC

About HighPoint Planning Partners,LLC Registered Investment Advisor

HighPoint Planning Partners uses a comprehensive discovery process to help you pursue your financial objectives, which begins with learning all we can about you. Knowing what is important provides a vital foundation for determining which investment choices might be right for you.

We take the time to understand your overall lifestyle and personal needs to make informed decisions. We listen carefully to understand your short and long-term goals and discuss how your goals may impact your financial plan. We show you where you are today and work with you to personalize the steps involved in helping you pursue your financial goals.

Based on your unique situation, we present a variety of possible strategies and help you determine which may be most appropriate for your situation. Once we agree on the right plan for you, we leverage our knowledge and substantial resources to ensure it is fully implemented and properly monitored. We continuously review your financial strategy and make recommendations on new ways to approach your goals, as needed.

We recognize that you have your own preference for the frequency and manner in which we communicate with you regarding your financial plan. Just as we create a financial plan tailored to your individual needs, we also strive to understand the best way to keep you informed. We are respectful of your time and your privacy and tailor our service schedule to your tastes.

General Information

Firm Start Year

2013

No.of Employees

5-9

CRD#

4476408

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

Alabama California Florida Illinois Nevada New Jersey North Carolina Ohio South Carolina Texas

Years of Experience in Financial Services

16

Number of Years with Current Firm

6

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 65, Series 7, Series 63

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Planning Clients

50

Firm's Number of Managed Clients

150

Assets Managed by Firm

$4,300,000,000.00

Assets Managed by Advisor

$24,000,000.00

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business

Northern Illinois University
8/1996 - 5/2000

Disclosures

highpointplanningpartners.com/home/hpp- difference/approach/

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FTs research. The listing reflected each practices performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practices future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.