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
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
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.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.