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The Highlander Way

Highlander Financial Group provides a full spectrum of specialized financial consulting services and products to individuals, families, businesses and organizations. The financial planning firm services thousands of diverse policyholders and clients. Our approach to financial planning is client-centric and dedicated to providing individualized, suitable and appropriate recommendations from a range of quality companies.

Company Profile

Company Profile

Our mission is to help our clients work toward financial independence through planning. We want to spend time with our clients to determine their goals and objectives, time horizon, risk tolerance and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with you as your trusted advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Fiduciary Standard 

Fiduciary Standard 

Investment Advisor Representative

A different kind of relationship.

Investment advisor representatives must adhere to a "fiduciary standard of care," meaning that they have a legal duty to provide investment advice that is in the "best interest" of their clients. It's a higher standard of professional diligence than recommending "suitable" investments, as registered representatives are required to do. Investment advisor representaives

 

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