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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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?