Steven La Porte High Point Financial

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Berwyn, PA
Steven La Porte High Point Financial

Residing in Ambler, Pennsylvania, my son Tanner and I are dedicated to supporting our community through charitable involvement.

As an advisor at High Point Financial, I specialize in delivering personalized financial planning and investment management services to individuals, families, and businesses. My approach emphasizes the importance of a customized, written financial plan and proactive, independent investment management, both tailored to help you achieve your financial objectives. We contribute to causes that are clo

se to our hearts, such as the Walk for Hope, benefiting IBD and Crohn’s Disease, the American Liver Foundation's Liver Life Walk, and the Gift of Life Donor Dash. Since 2016, I have served as Treasurer of After The Glow, a nonprofit focused on raising awareness for Retinoblastoma and supporting families undergoing treatment at the Children’s Hospital of Philadelphia (CHOP). Outside of work, I enjoy coaching Tanner's basketball and soccer teams, and I make time for cycling and golfing with friends whenever possible. I began my career after earning a degree in Finance from West Chester University in 1998. I gained valuable experience at Smith Barney/Citigroup Global Markets, Inc., where I advanced to Senior VP and Senior Portfolio Manager. In 2006, I launched a private asset management practice, and in 2012, I joined Legacy Planning, where my practice flourished. Today, I bring that same commitment and expertise to High Point Financial, helping clients pursue their financial goals with confidence.

07/16/2026

Turning 59 isn’t just another birthday. It can be an opportunity to meaningfully boost retirement savings before the focus shifts from accumulating money to using it wisely.
• Know where you stand: Benchmarks can help, but your real target depends on spending, health care, Social Security, and lifestyle goals.
• Use catch-up options: Higher contribution limits can help late-career savers make the most of peak earning years, especially before retirement begins.
• Plan for withdrawals: Staying invested, building a cash buffer, and timing Social Security can all affect how long savings last.
See what financial advisors say to review in the years before retirement:

Age 59 can be a key turning point, when the focus shifts from building savings to planning withdrawals. See how your retirement nest egg compares to others this age.

07/01/2026

Living together but not married? Proper planning can protect and ensure your wishes are honored.
• Update beneficiaries on all accounts
• Create a will that names your partner
• Establish financial & medical POAs
Learn the 3 documents every unmarried couple needs now.

For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety net' that their married peers get.

05/29/2026

Happy 529 Day! If you're wondering what a 529 can be used for, the answer may surprise you. Explore the benefits here:

529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.

05/21/2026

Questions about 529 plans? From tax benefits to withdrawal rules, this FAQ covers key facts to help you make the most of your college savings. Get the answers you're looking for to plan confidently for the future:

A 529 plan is a tax-advantaged account that can be used to pay for qualified education expenses, including college, K–12, apprenticeship programs, and more.

04/30/2026

Are you accidentally planning for a retirement that's too short? New research says most Americans are. Here's what to consider:
• Know the real numbers. The average 65-year-old woman lives to 87; a man to 84, and there's a 30–40% chance of reaching 90.
• Longevity drives savings behavior. Those who expect a 30+ year retirement are twice as likely to save regularly compared to those who expect fewer than 10 years.
• Aim for 15%. Including any employer match, that's the savings target, yet many short-horizon save just a fraction of what experts recommend.
Read the full breakdown so you can plan for the retirement you'll actually have:

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

04/20/2026

Watching a parent face dementia is hard enough, but scrambling to protect their home at the same time makes it even harder. Don’t wait for a crisis to get your affairs in order.
• Understand the Risks: Medicaid can place liens on a home to recover care costs, but planning ahead may help protect it.
• Name Decision-Makers: Without powers of attorney, loved ones may be forced to make critical decisions without clear guidance.
• Get the Basics in Place: Wills, beneficiaries, and guardianship plans can prevent unnecessary stress and confusion.
Read about one family’s wake-up call and why these conversations shouldn’t wait:

Helping my dad navigate Medicaid and long-term care showed me I needed a will, trust, and plan for my own family.

Address

1001 Old Cassatt Road, Suite 206
Berwyn, PA
19312

Website

http://www.highpointfin.com/

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