Brad Williams, Cfp® Email & Phone Number

In my heart, I knew there had to be a better way.So, we made one…The biggest names in financial services don’t want their advisors to provide comprehensive advice. They say gather assets, charge a percentage, don't say too much, and meet once a year.It never felt right. Arbitrary account minimums, pretending that a monte carlo simulation was a financial plan, being hounded for referrals to other lines of business, sales meeting after sales meeting, we couldn’t take it anymore. We launched Highlands Wealth Group in 2021 because we believe financial planning should be simple, direct and heartfelt. Most of our lives happen before retirement. Our process has been carefully crafted to help our clients enjoy living in the moment while also doing what's necessary to secure their futures. Investment management is not the key that unlocks the door to the robust planning experience we believe sets us apart. We can work with you whether you choose to bring investments to our firm or not.We offer both in-person and virtual relationships which allows us to work with clients locally and across the country. Our ideal clients are friendly and fun-loving. We find that most of the folks we work with fall into one of these categories:Lifelong Savers - Folks in their 50s/60s with $500k+ in investable assetsHigh Earners - Folks in their 30s/40s with $200k+ in household income. Our comprehensive financial planning process includes:Income Tax PlanningRetirement PlanningCash Flow PlanningInsurance PlanningEmployee Benefits OptimizationEstate PlanningInvestment PlanningCosts for initial planning engagements generally range from $2,500 to $9,500. The initial engagement includes the completion of the plan + 3 months of implementation assistance. Ongoing planning engagements are available and range in cost from $150-$450 monthly for 12-months. Clients who choose to invest with us enjoy reduced or no additional financial planning costs depending on the level of assets invested. Our standard investment management cost schedule is as follows:$0-$250,000 - 1.50%$250,000.01 to $500,000 - 1.35%$500,000.01 to $1,000,000 - 1.25%$1,000,000.01 to $2,500,000 - 0.90%$2,500,000.01+ - 0.50%Visit https://go.oncehub.com/HWGBRADWILLIAMS to find a time to meet!Posts on LinkedIn are for educational purposes only and should not be taken as individual advice. Consult your legal, tax, and financial team before implementing any financial strategies you read.

Listed skills include Banking, Investments, Leadership, Customer Service, and 18 others.