Protect What Matters
HighPath Advisors is a boutique wealth advisory practice focused on creating tailored strategies to help address your specific financial goals and needs. Whether you are buying insurance for the first time or looking to optimize an existing portfolio we can help find strategies tailored to your needs.
Navigate Insurance Complexity With Experienced Professionals
Our ability to shop the marketplace ensures you get the best fit for whatever strategies you need.
Our team of professionals serve as your personal guide in customizing a plan tailored to your needs.
We are compensated by the company you place the business with; there’s no extra cost to you.
Once you have made a decision, we help with all the forms and files and provide full-cycle support on an ongoing basis.
Through our process, you will be able to identify and quantify the risks you want to insure against, evaluate the range of strategies and product options from across the industry, and enjoy the full support of our team through the application and underwriting process and beyond.
First, we survey your personal financial landscape to identify and quantify risks.
Once need is established, we provide a thorough education on the range of suitable strategies and products.
Finally, we provide full-cycle support from application through underwriting and beyond.
Relax! As your life evolves, we’ll be there to help ensure you are on track vis-a-vis your goals.
What does it cost?
Does carrier matter?
What’s convertibility?
Does health matter?
Why Permanent Life Insurance?
Whole Life or Universal?
What’s the tax advantage?
Does work cover my income?
What is covered?
How much will it cost?
Should I self-insure?
What does it cover?
Is a LTC rider in my Life policy better?
Let’s Connect One-on-One
Let’s start the conversation. We invest time with each prospective new client to explore need and mutual fit.