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1490 South Price Road #308
Chandler, AZ 85286

Phone:

(480) 827-8445Toll Free (877) 495-9288

Fax:

(480) 827-8515

E-mail:

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

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck