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Comprehensive Financial Planning

Highland Trust Partners has two CERTIFIED FINANCIAL PLANNER™ professionals who work to provide families direction with the goals in their lives.  We take a thorough approach using the processes established by the Certified Financial Planning Board and include all the planning tabs listed above.  Our financial plans are on a fee only basis.


Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Integrated Financial Group, a registered investment advisor. Integrated Financial Group and Highland Trust Partners are separate entities from LPL Financial.

Not FDIC insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit