Welcome to the Retirement Assessment
Take control of your financial future and assess whether you're on track to a successful retirement in four easy steps.
1. Quickly answer a few simple questions
It will take you only a few minutes. If a question doesn't apply to you, just skip it.
2. View how you are doing
Get a snapshot of your current ability to meet your retirement goal. We'll offer suggestions and highlight any opportunities.
3. Test your progress towards retirement
Create What-if scenarios and experiment with different strategies to solve for your retirement needs.
4. Take action
Take the next step. Connect with an experienced Financial Consultant with the skills and tools to guide you towards your goals.
Creating a Plan with the Whole Picture in Mind
It has been said that a dream without a plan is just a wish – and we couldn’t agree more. No plan can be truly successful if it does not encompass your entire financial landscape. Our process is thoughtful, detailed, and complete. Once we agree on a plan, we actively monitor and adjust as your life changes. Having a view with the whole picture in mind allows us to help you make choices and enjoy benefits from effective planning.
Wealth brings many questions, challenges, and opportunities. At Highland Capital, we take all of your financial-related issues into consideration with a holistic view – keeping the whole picture of your life in mind.
It likely comes as no surprise that taxes are a strong headwind to accumulating and maintaining wealth. Having a plan to deal with the implications of taxes can provide a level of comfort in knowing what is required for solid footing both now and in the future.
We help build portfolios that take into account your concerns, sensitivity to losses, and desire for growth. We focus on managing risk while exposing you to growth opportunities.
We help outline a predictable path toward retirement and a solid strategy to enjoy those years that are well earned. This includes a plan for sustainable and reliable income, while monitoring and adjusting for potential changes.
Social Security Planning
Understanding how and when Social Security benefits are claimed can be complex. We assist in preparing you to make the best choices to maximize your lifetime benefits and minimize longevity risk.
Our process encompasses asset protection, probate avoidance, family privacy, ease of distribution between spouses or heirs, and tax management. We help you utilize powerful yet simple tools to protect and preserve assets.