Jon Hafemann
High Point Capital Group
Milwaukee, Wisconsin
Contact
How to contact
414-253-4632
Professional Profile
Call Me When
Business retirement plan due diligence should be part of every transaction. I help validate plan quality and condition to uncover fiduciary, tax, retention, compliance, and value opportunities and possible risks.
Professions
Wealth Manager
Functional Expertise
Employee benefits
Employee engagement/ retention
ESOPs
Estate planning
Fiduciary
Investments
Retirement
Exit/Transition Planning
Business Focus
Business retirement plan strategy and due diligence to improve business value, tax efficiency, fiduciary oversight, employee retention, and owner transition readiness.
Professional Certification
CPFA, NQPC, (k)RS, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Manufacturing
Real Estate/Construction
Transportation/Storage
Client Results
Increase business value, improve tax efficiency, strengthen employee retention, reduce fiduciary risk, and prepare owners financially for a successful transition.
Advisor Resource Relationships
EPI
Chapter information
Membership
Chicago Individual
Member since
New Member
Why I'm a Member of XPX
I complement the XPX team by uncovering hidden retirement plan risks and opportunities involving fiduciary oversight, compliance, tax efficiency, employee retention, and business value.
Make XPX Part of Your Business Plans
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