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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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.