Highland Advisor Group

Highland Advisory Group offers services that connect all of the financial aspects of your life. That way, we can craft a financial plan that is as individual as you. At Highland Advisory Group our goal is to help clients feel that they are empowered with their money. That means enabling you to make life choices in which money and finances are not obstacles or a source of worry.

Good planning can help create a solid roadmap of your financial journey. By understanding where you are today, and where you want to be in the future, you can make smarter financial decisions. We offer three options: Comprehensive Planning, Situational Planning or Hourly Financial Coaching. What's the difference?

Strategic: a mix of asset classes designed to capture market returns based on long-term capital market assumptions, while balancing risk and volatility. Tactical: a mix that shifts whenever there are market opportunities that potentially can boost overall return or reduce risk. Passive: managing portfolio by relying on automatic adjustments such as indexation instead of making personal judgments.

You have worked hard to get where you are today. If you are like most business owners, you have spent a lot of time building your business, but not enough time in planning how to preserve the value of your business.

The Exit Planning Process is a customized comprehensive approach developed to maximize the value you receive from your business, allow you to leave it on your terms and will direct the business ownership and other assets to the people you choose and the manner you choose.Highland also helps coordinate your Advisory Team, which can consist of an Attorney, Insurance Agent, Valuation Expert, CPA, Investment Banker and Business Broker.

We advise and counsel on all matters related to employee benefits. Our firm places an emphasis on our benefits expertise and customer service. We are accommodating to the client as to the level of services they need. Our ability and desire to service the clients needs leads to long term relationships with our clients.