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.

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.

03/31/2026

Life changes—and so do your taxes. From getting married to buying a home or switching jobs, major milestones can impact how much you owe (and how much you can save).

A person’s tax situation can depend on factors like their marital status and income level but there are many other things that can influence it.

03/17/2026

That “urgent IRS message” might not be from the IRS at all. Tax season scams are surging, with robocalls, phishing texts, and AI-powered impersonation targeting taxpayers. The IRS won’t call, text, or threaten arrest for payment. Learn the warning signs:

NEW YORK (AP) — Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing fraud attempts, according to the consumer protection bureau of the Federal Trade Commission. Consumer advocates and government offic...

02/19/2026

Retirement isn’t something you wake up and decide; it’s one of the biggest financial transitions you’ll ever make, and it takes more than just hitting a savings goal.
• Plan your income, not just your nest egg: Figure out how much you’ll need each month, when to claim Social Security, and how you’ll cover healthcare—especially if you retire before Medicare kicks in.
• Be intentional about withdrawals: The order you pull from savings, retirement accounts, and Roth accounts affects how much you pay in taxes. A thoughtful plan can help your money last longer.
• Prepare for real-life risks: Markets drop, prices rise, and unexpected costs happen. Build flexibility into your plan so you’re not forced to make tough decisions during a downturn.

Retirement planning isn’t just about saving money. Here’s how to approach it with strategy by aligning income, risk, taxes and lifestyle goals for long‑term security

01/28/2026

Tax season is officially underway—and many filers may be in for a surprise. New tax changes from last year’s legislation could mean bigger refunds in 2026, especially for those taking the standard deduction. Find out which breaks may affect your return:

Tax season opened Jan. 26. Here's how Trump's tax cuts from 2025 could affect your return.

01/08/2026

Are you considering moving your 401(k) to another retirement account and wondering what it entails? Read on to understand the options, considerations, and steps involved with moving funds before rolling over your 401(k) plan.

Understand the steps involved with moving funds before rolling over your 401(k) plan.

12/09/2025

The holidays create a rare moment to connect—and to gently start important conversations about the future:
• Clarify wishes early: Share preferences around care, key documents, and estate intentions to spare loved ones confusion later.
• Lead with values: Invite family into discussions about philanthropy, priorities, and long-term planning to build clarity and trust.
• Communicate with care: Approach aging-related and financial topics with curiosity and respect to strengthen communication across generations.

The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy. You don't have to resolve everything all at once, but getting started can provide peace of mind far beyond the season.

Address

1001 Old Cassatt Road, Suite 206
Berwyn, PA
19312

Website

http://www.highpointfin.com/

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