A Portfolio Designed for You. Investment management is an important part of your financial plan. Our risk adjusted portfolios are built around your unique financial planning goals and are managed to help you achieve your goals over the long-term. We'll identify a portfolio solution that is designed around your specific needs so you can move towards your financial goals. Also, as an independent advisor and fiduciary, we help you try to avoid mistakes such as chasing the market, panic selling, or taking too much or too little market risk. Our diversified investment portfolios are carefully crafted to weather the storms during market down turns, and capture the upside gain during market growth. We use advance analysis tools that will identify your investment risk tolerance and monitor your risk level across all of your investment. By incorporating the risk of all your investment accounts, we are able to make recommendations based off your entire portfolio, rather than the objectives of one account.

Saving for retirement can be a daunting task, but it doesn’t have to be. We will work with you to understand the best ways to save and to prepare for retirement. Then we'll help you design a plan to reach your retirement goal while enjoying your life, and making meaningful memories along the way. Our experienced advisors provide investment management for: • Retirement Accounts (IRA, Roth IRA, 401k, 403b, Profit Sharing & Pension Plans) • Individual & Joint Accounts • Trust Accounts (Living, Irrevocable, Charitable) • Education & Minor Accounts (529, UTMA) • Entity Accounts (Foundations, Non-profits, Churches & Corporations) Schedule a call with us today.

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs. Our Highway Financial Networks® advisor will guide you through your options so you can make a choice that fits your goals. Whether you want insurance for now or for a lifetime, we have options to help protect whats important.

Generous Living Creates Income & Tax Efficient Strategies. 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. Even the smallest amount given can change someone’s life for the better. If you would like to donate to charity, we have many options in place to make that happen. Planning your gift giving will make all the difference to keep your finances organized. We can go over all options for charitable gift planning so you can know you’re making the best decision for your finances. There are many benefits of charitable gifts and we can go over what that means for you, your business, and your family. We can make a plan for any donor and go over the different ways you can give a planned gift. Some examples of what a planned gift might be are bequests, charitable gift annuities, retirement plans, charitable remainder plans, and more. There are a few things to consider when making the decision to donate that we will assist you in: • Itemize deductions on your tax return if you are considering deducting charitable donations. We can go over the best option for your or your business when it comes to deductions. • Be sure to obtain a receipt for donations that are $250 or higher to a single charity. This is important to keep track of your donations. • You may need an independent appraisal for gifts of goods or property that are worth equal to or more than $5,000. We would love to create a personalized giving strategy for your charitable giving no matter how or what you choose to give.

Wealth Planning Services empower you to use money as a tool to help achieve your dreams. No matter where you are on your financial journey, we can incorporate your values into a personalized plan. We start with you and develop a deep understanding of where you are and where you want to go. Then, we discuss concerns such as retirement, higher education, long-term healthcare needs, and legacy planning. We create a wealth plan that includes not only investments, but also advice to help you grow and protect your estate, minimize taxes and optimize giving. When you work with us in a dedicated planning relationship, you’ll find clarity for where you are today, and confidence for where you go tomorrow.

At Highway Financial Networks®, our advisors will help you align your estate plan with your financial plan, that includes creating a will or trust, regular updates, reviews and beneficiary reviews. We can also help you address commonly overlooked items that can create significant risks and complications for your loved ones. Your proactive and thoughtful planning will make the passing on of your valued possessions much clearer and easier when that time comes. We’re here to work as a team, and with any of your outside professionals, to guide you throughout this process. We want to minimize your estate’s burden and maximize the value distributed to your loved ones and the organizations you cherish.