What makes Highlands Wealth Group a good fit for me?
Our approach is not about a single point in time, it’s about the journey. We work best with families and business owners who are looking for a dedicated advisor to be by their side through the ups and downs of life. We will help you protect and grow your wealth – now and for future generations. We are a good fit for you if you see value in working with an expert team to develop, implement and maintain a plan that aligns with your core values, prioritizes your goals and addresses the risks that you will face.
Do I have to live in Upstate SC to work with you?
Our office is in Greer, South Carolina but geography doesn’t prevent us from developing successful client-advisor relationships. Today’s virtual world enables us to connect with you no matter where you live.
Do I have to have a certain amount of money to invest to work with you?
Instead of having an account minimum requirement, we prefer to handle every situation on a case-by-case basis. We can work with clients in a number of ways. Our recommendation is for you to set up an introductory call or zoom meeting with us to discuss your specific needs.
Do you charge for an initial consultation?
Your first meeting with us is always complimentary. We believe that client-advisor relationships should start with establishing trust through open communication. We want to understand where you have been, where you are now and where it is that you would like to go. This initial conversation allows us to decide, together, if we are a mutual fit for a dedicated planning partnership.
What is your investment policy?
We know that the best plan is one that was designed with you in mind. We believe in being smart with your money by making considerations for costs and tax efficiency. Your investment plan will be tailored to your specific objectives and risk preferences. We will educate you to whatever extent is necessary for you to be confident that the plan is right for you and that you can stick to it for the long term.
What is a fiduciary?
Being a fiduciary means that as financial advisors, we have a legal obligation to act in an honest and trustworthy manner by putting our clients’ best interests first. At Highlands Wealth Group, we take this standard of care to heart – we understand our recommendations and guidance have the power to shape your financial future.
Why is it important to work with an advisor with Certifications?
Not all Financial Advisors are the same. In our industry there can be a significant difference between competency, motivation and specialization from one advisor to the next. What separates Terrell and Brad from other advisors is the education and certifications they have spent years satisfying. Also, they are committed to know when they need to access the depth of knowledge provided by their partners at Integrated Financial Group, LPL Financial and in their community. When choosing a financial planner, you should feel confident that they are qualified to offer the expertise and service you deserve.
What does it cost to work with you?
There are two methods to how we are compensated for our services. The first is a standard cost schedule based on your invested assets with us. The second is an “advice-only” offering that does not require an investment relationship at all. We take pride in the fact that our costs are straightforward and fully disclosed.
Why should I pay an advisor? Can’t I do it myself?
Properly managing your investments and making the right financial decisions takes time, skill, and effort. Deciding whether you find value in working with a fee-based advisor depends on how important you consider these decisions for your future and if you feel qualified to make them yourself. We have decades of experience providing comprehensive financial planning, estate planning, asset, and investment management services to people just like you. Schedule some time to discuss your concerns with us – we’re here to help.
How do we keep your money and personal information safe?
Your privacy is our top concern. When you work with us, you can be confident that we treat your personal information as if it were our own. Beyond partnering with our broker-dealer, LPL Financial, to ensure we are going above and beyond in protecting your information, our team is vigilant in utilizing leading-edge anti-virus software and file encryption.
Want to talk to an Advisor?
We can help you reach your ideal view.
Want to talk to an Advisor?
We can help you reach your ideal view.