Simplify Money. Live On Purpose.

Design a wealth plan for your family or business.

Your future starts here.

We want to connect with you one-on-one. Your story is unique. There's no single solution that our clients fit into. We help determine the best direction for your family through relationship.

Investing and planning for your financial future can be complex and confusing with ever changing tax laws, market uncertainty, and the unknowns of life. Now imagine creating a road map that address those concerns with a goal of providing a secure financial future focused on maximizing family value, minimizing taxes, and increase charitable giving. Maybe you’re building your nest egg, preparing for retirement, or preserving your estate for you and your family. We can help you. Our advisors work with retirees, trustees, business owners, and new investors.

Let us know how we can help you.
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What We Do

Our passion is to help people from all walks of life develop strategies for accomplishing their goals and enjoying life.

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Investment Management

We believe that investment management plays an important role in our clients overall financial planning process.

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Financial Planning

We find that after a financial plan is in place that our clients spend more of their time living their lives to the full and less of their time worrying about their money. 

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Business Solutions

We offer innovative solutions using the most current technology to assist businesses and nonprofits.

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Charitable Gift Planning

There is no better feeling than knowing that your money is being used for a greater good. We can help you set up a plan where charitable gift planning is implemented into your finances.

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Insurance Planning

It’s generally not a question of whether you need insurance, but rather how much protection you need and deciding on the appropriate type. 

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Retirement Plans

It use to be the American Dream: work hard, save money, raise a family, and retire with a comfortable lifestyle supported by a reliable pension.

Schedule A Call

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Schwab is a registered broker-dealer, and is not affiliated with “Highway Financial Networks” or any advisor(s) whose name(s) appears on this Website. “Highway Financial Networks” is independently owned and operated. Schwab neither endorses nor recommends Highway Financial Networks. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Highway Financial Networks” under which Schwab provides “Highway Financial Networks” with services related to your account. Schwab does not review the “Highway Financial Networks” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “Highway Financial Networks” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Highway Financial Networks and our editorial staff. Material presented is believed to be from reliable sources. However, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Highway Financial Networks a Registered Investment Advisor in the State of California. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted.