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
Newsletters
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.