We are serious about your financial success
Financial Planning comes in many forms, but for FPIS we try to be involved in each client’s financial life as much as possible.
Our main focus is:
Financial Planning
Retirement Planning
Investment Advice
Investment Management
Tax Planning and Preparation
Estate Planning / Insurance Concepts
Education Planning
Core Values
Excellence
We strive to provide excellent services to any client that walks through our doors in order to help alleviate your concerns. Driving this excellence is teamwork as we believe that combining multiple minds together is stronger than a single mind. This gives our services a more well-rounded feeling.
Forward Looking
Having continuous access to your finances and adapting it to certain life events is important and we understand that. We believe that having one of the most innovative systems is essential for our services to keep up with our ever-growing digital world.
Family oriented
We believe it is important to develop long-term relationships through services that go beyond just financial planning. Building an everlasting relationship means our services are tailored to fit different life events and life cycle phases.
Trust
We earn trust through a commitment to a fiduciary standard of care and unbiased advice. We do not sell commission-based products but believe that a fee-only approach is the best solution for most individuals and holds the clients’ interest first.
Meet Your Team
After decades of planning and preparation, we have established a new way of planning your financial future while still holding onto our core values. By pairing well researched technology with our eagerness to learn and plan, your team of professionals will remain highly skilled despite today’s fast-changing environment.
ADDRESS
115 Fourth Street
De Pere, WI 54115
CONTACT
Phone: (920) 336-0863
Email: Send Us a Message
Legal & Privacy | Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
© 2025 Hightower Advisors. All Rights Reserved.