A Time to Plan
You have accumulated significant financial, relational and social resources. Highland’s holistic process begins with a proprietary questionnaire called Life on Purpose.
With your responses to this questionnaire, we can develop a master plan to:
- Enhance wealth through investment strategies
- Preserve wealth through more efficient tax and related strategies
- Advance wealth through meaningful philanthropy
- Enjoy wealth by sharing what matters most (beyond financial wealth) with your loved ones and heirs
“As modern people, we have too much to live with and too little to live for.”
A Simple Conversation
Gaining clarity is the first step in a process which can begin with a simple conversation over a cup of coffee. Let’s talk about the why, what, and who so that our know-how can help you grow both your resources and your relationships, to create wealth that lasts.
Randy Fairfax, CFP®
Family Wealth Team Leader