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Business Financial Planning

Meet your business partners.

You’ve invested a lot in your business. Now let Highland Trust Partners help you make the most of it. From cash-management services and corporate retirement plans to key person insurance and business succession, our team has the insight and experience your business deserves.

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck.

Benefits of Business Financial Planning

  • 401(k)/corporate retirement plans
  • SEP IRAs/SIMPLE IRAs
  • Executive compensation plans
  • Cash-management services
  • Business succession planning
  • Key person insurance

Insurance Planning

Enjoy a customized suite of insurance solutions that match your needs.

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Wealth Management Planning

Get the strategy, action, and management your long-term financial goals deserve.

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Estate & Legacy Planning

Preserve your legacy and estate with decades of experience and a wealth of resources.

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Retirement Planning

Share your idea of retirement with our team and we will help you pursue it.

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Comprehensive Financial Planning

Enjoy more confidence and less stress with a turnkey solution for financial services.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Highland Trust Partners and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IFG Advisory, LLC, a registered investment advisor and separate entity from LPL Financial. Highland Trust Partners and Pinnacle Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Highland Trust Partners, and may also be employees of Pinnacle Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pinnacle Bank or Highland Trust Partners. Securities and insurance offered through LPL or its affiliates are:

  • Not insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value