Background

At Highland Planning Group, Inc., we develop wealth maximization and tax minimization strategies for professionals, small business owners, and affluent individuals.

We help clients…create and grow wealth…protect and preserve wealth…plan the distribution of wealth during life in the most tax-advantageous way…and plan the distribution of wealth at death in the most advantageous way.

A successful financial strategy is ever and always a work-in progress. There are no quick and final solutions to meeting financial objectives in the face of continuous change.

TIME

- taxes, inflation, mistakes, emergency -

require that you reorder priorities with careful attention to the current economy, tax laws, interest rates, employee benefit plans, investment opportunities, new technology obsolescence, and personal health. Impulsively shifting assets with the winds of change is never the answer. Long-term financial strategies and solutions must be carefully considered and clearly defined before ideas are implemented and products are in place.

Our Mission:

Highland Planning Group’s mission is to develop strategies that help executives and professionals reach their personal and financial goals. At Highland Planning Group we listen, ask questions, and help our clients understand their options so that they can make informed decisions about their financial future.

Rick McQuiston, CLU, ChFC

President

Angela Hurst

Office Manager