Our mission: is to be your point person on any financial matter you may face – a fiduciary, as someone who, in a very intimate way, understands your wants, needs, and concerns, and will truly look for what is in your best interest. Think of us as being your 411 when you need information and direction in your financial life and your 911 when you run into a financial challenge.

High Lift Financial is your one-stop point of contact on any life, financial, or business concern. No need to spend your precious time searching for a solution to your needs – we are here to either solve your problem or get you to the proper professional and we will coordinate the solution for you.

Be it life and business planning, financial quarterbacking, monitoring, and roadmapping, or ensuring retirement readiness, we can guide you either through the spectrum of services we provide and give you access to the vast network of strategic alliances we have developed in over 20 years of working with business owners and professionals.