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RIA · CRD 335788State-Registered Investment Adviser

Updated:

High Flight Financial

High Flight Financial is an advice-only financial planner for military members, veterans and retirees. Clients work with a veteran CFP professional on TSP...

Overview

High Flight Financial is an advice-only financial planner for military members, veterans and retirees. Clients work with a veteran CFP professional on TSP decisions, military retirement, SBP, tax planning, Social Security planning, investments and comprehensive financial planning without commissions, contracts or assets-under-management fees. The practice is veteran owned, fee-only and fiduciary, with no assets-under-management fees, monthly fees or commissions.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at High Flight Financial?

No named investment decision-makers have been identified in public records or media reports. The firm's principals remain undisclosed.

How does High Flight Financial source proprietary deal flow?

There is no public information about High Flight Financial's deal sourcing. The firm does not appear to participate in known industry conferences or co-investment networks.

What investment stages does High Flight Financial typically target?

The firm has not disclosed any investment stage preferences, portfolio holdings, or deal history in public channels.

Does High Flight Financial participate in fund commitments or only direct deals?

There is no public record of either fund commitments or direct investments by High Flight Financial.

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