Associates of Highland Financial Group have provided financial strategies, planning, products and services to businesses, families, and individuals across the country for over thirty-seven years. The firm has earned a reputation for its special focus on collaborating with corporations and facilitating multi-generational estate, wealth, and legacy planning strategies. Highland Financial Group works closely with individuals & families providing financial and retirement planning and guidance, as well as wealth management. Our approach integrates investments with tax-efficient estate and financial strategies to help preserve, and transfer wealth. Our diverse team of financial professionals offers decades of combined experience allowing Highland Financial Group to bring customized strategies to our individual clients and their businesses. Whether it is helping a retiree understand their pension options, addressing a complex, qualified plan dilemma for our corporate clients to guiding a family towards meeting their retirement goals, our talented team can bring the clarity, knowledge, and resources to the problem at hand.

Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI & TN) (NY, NY 212-314-4600), // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Highland Financial Group is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network. AGE- 6628196.1 (6/24)(Exp.6/26)

Highland Financial Group

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