Our Services


Exceeding Your Family's Expectations

As a team of credentialed professionals, we continue to serve you, our client. Together our team represents an average of 10 years experience and 15 designations within the financial services industry. Our goal is to continue to serve as your personal Chief Financial Officer by leveraging each member’s talents and abilities. Our team’s commitment to you is and will always be to serve your family and exceed your expectations.

Your Custom Financial Plan

Our goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. To live out this goal, we believe your custom financial plan should be revisited and refreshed often to ensure a thorough ongoing planning process. We also want to help with specific tools to address additional needs.

Resources designed to support you and your loved ones during different stages of life:

NEXT GEN FINANCIAL LITERACY PROGRAM

PRE-TRANSACTION ASSESSMENT

RETIREMENT READINESS TOOL

INTERACTIVE FUTURE CASH FLOW ANALYSIS

HEALTH CARE / SOCIAL SECURITY PLANNING

IMPACT INVESTING

CLIENT PORTAL

BUSINESS VALUATION ANALYSIS

CREDIT CARD ANALYSIS

HOLISTIC EVOLVING LIFE PLANNING (H.E.L.P.)

FAMILY TREE PROGRAM

PONTERA: EMPLOYER RETIREMENT PLAN MANAGEMENT

What We Do for You

Our team’s objective is to closely work with you and your family to strengthen the health of your family tree. Our consultative process helps ensure that your loved ones are well supported throughout the different stages of life.

At 2/13 Strategic Partners, we engage clients using a tiered cost schedule based on asset levels that allows us to provide customized and holistic services. We are pleased to offer inclusion at your level to extended family as well, ensuring that we are honoring our commitment to our current clients, and there is a benefit to all.

Learn More About Our Specialty Services

Learn More About 2/13 Strategic Partners

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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