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Retirement Planning

The road to retirement starts here.

Retirement is different for everyone, and so is our approach. Are you on track for retirement? Will you have enough to sustain you throughout retirement? The wealth management services team at Highland Trust Partners can help answer these questions and more with a customized plan.

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

Benefits of Retirement Planning

  • Retirement income planning
  • 401(k)/403(b)/IRA rollovers
  • Beneficiary review
  • Traditional and Roth IRAs
  • Social Security planning

Insurance Planning

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

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Business Financial Planning

Let our team help you make the most of the business you’ve worked so hard to build.

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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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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