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1490 South Price Road #308
Chandler, AZ 85286

Phone:

(480) 827-8445Toll Free (877) 495-9288

Fax:

(480) 827-8515

E-mail:

Highland Advisory Group provides Financial Planning, Asset Management and Business Solutions for professionals, wealthy families and business owners. Our objective is to map out your goals and show you how to attain them.  

Wealth management strategies demand personalized service. We specialize in comprehensive financial services, which include managing your investments as well as coordinating all the advisors who play a part in managing your wealth, business and estate. Our role is to Guide Your Financial Future.

Call us today at 877-495-9288 to schedule a complimentary exploratory meeting.  This 45-60 minute get-to-know-you meeting can take place in person or over the phone, and there is no cost or obligation.
 

"Someone's sitting in the shade today because someone planted a tree a long time ago"
-Warren Buffet

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck