Highland Advisory Group provides Financial Planning, Asset Management and Business Solutions for professionals, wealthy families and business owners. Our objective is to map out your goals and show you how to attain them.  

Wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth, business and estate. Our role is to Guide Your Financial Future.

Call us today at 877-495-9288 to schedule a complimentary exploratory meeting.  This 45-60 minute get-to-know-you meeting can take place in person or over the phone, and there is no cost or obligation.
 

"Someone's sitting in the shade today because someone planted a tree a long time ago"
-Warren Buffet

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

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