Highland Trust Partners is a comprehensive financial planning services firm with multiple CERTIFIED FINANCIAL PLANNER™ Professionals. We design financial plans for clients on an hourly fee schedule and do not require holding assets at the firm for our planning.
Our process is the same as that outlined by the CFP® Board:
- Establishing and defining the relationship with a client
- Gathering client data
- Analyzing and evaluating the client’s financial status
- Developing and presenting financial planning recommendations
- Implementing the financial planning recommendations
- Monitoring
Our financial plans are customized to the needs of the client, and below are several areas of focus many of our clients desire in their family planning:
- Investment Planning
- Retirement Planning
- Estate Planning
- Charitable Planning
- Education Planning
- Corporate and Personal Tax Planning
- Cost Segregation Study
- Corporate Structure
- Insurance Analysis
- Debt Analysis
Our firm subscribes to eMoney financial planning software. Using this software allows us to collaborate with our client’s CPA, attorney, insurance agent, personal banker, etc. to develop an all-inclusive financial plan.*
*eMoney and LPL Financial are separate entities. Tax services are not offered by Highland Trust Partners, IFG Advisory, LLC, LPL Financial or affiliated advisors.
