Highland Wealth

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Highland Wealth We specialize in providing strategic, comprehensive advice and solutions to help meet your goals

What would you do if your schedule was finally your own?📞 Call (225) 408-4569For a lot of people, retirement isn't reall...
10/25/2026

What would you do if your schedule was finally your own?

📞 Call (225) 408-4569

For a lot of people, retirement isn't really about money.

It's about freedom.

Freedom to spend a Tuesday morning in the deer stand because that's when you want to go. Freedom to take a trip without requesting time off. Freedom to be present for family events, grandchildren, hobbies, and the moments you've spent years fitting around a work schedule.

After decades of planning life around shifts, meetings, vacation balances, and calendars, retirement gives you something many people value even more than a paycheck: control of your time.

That's why every retirement conversation should start with a simple question: What are you retiring to?

Because the purpose of a financial plan isn't just to reach a number. It's to create the flexibility and confidence to spend your time doing the things that matter most to you.

Happy Birthday to our talented Marketing Director, Paul Huval! 🎉Your creativity, vision, and leadership help bring our b...
10/24/2026

Happy Birthday to our talented Marketing Director, Paul Huval! 🎉

Your creativity, vision, and leadership help bring our brand to life and inspire our team every day. Thank you for your dedication and passion. Wishing you a fantastic birthday and a year filled with continued success and happiness! 🎂

Happy Birthday to Financial Advisor, John Kyle Schwab! 🎉Your dedication to helping clients plan for their future and ach...
10/24/2026

Happy Birthday to Financial Advisor, John Kyle Schwab! 🎉

Your dedication to helping clients plan for their future and achieve their goals makes a meaningful impact every day. We appreciate all that you do and wish you a year filled with success, happiness, and exciting opportunities!

🎉 Congratulations to our Lead Client Onboarding Specialist, Lindsey McBride on an incredible 4 years with Highland Wealt...
10/24/2026

🎉 Congratulations to our Lead Client Onboarding Specialist, Lindsey McBride on an incredible 4 years with Highland Wealth! 🎉

Over the past four years, your dedication, expertise, and commitment to delivering an outstanding client experience have made a lasting impact on both our team and the clients we serve. Thank you for your hard work, positivity, and the care you bring to every interaction. We're grateful to have you as part of our team and look forward to celebrating many more milestones together!

10/23/2026

Thinking about taking your Shell pension early?

📞 Before making a decision that could impact your retirement income for decades, give our team a call at (225) 408-4569.

For many Shell employees, starting an 80-Point pension before age 60 means accepting a permanent reduction in benefits. While retiring at 55 may sound appealing, the bigger question is whether starting your pension at 55 is the right move.

The reality is that leaving work and starting your pension are two separate decisions.

For some, taking the reduced benefit makes sense. For others, alternative income sources may allow them to delay their pension and preserve a higher lifetime benefit. The right answer depends on your overall financial picture, retirement goals, and the resources available to bridge the gap.

That's why retirement decisions shouldn't be based on rules of thumb or what worked for someone else.

If retirement is on your horizon, make sure you understand your options before signing any paperwork.

When was the last time you looked at what your 401(k) is actually invested in?📞 Call (225) 408-4569Many people selected ...
10/22/2026

When was the last time you looked at what your 401(k) is actually invested in?

📞 Call (225) 408-4569

Many people selected their 401(k) investments when they were first hired and haven't reviewed them since.

That isn't necessarily a problem when retirement is decades away. But as retirement gets closer, your investment strategy should reflect where you are today, not where you were twenty years ago.

The portfolio that helped you build wealth may not be the same portfolio that helps protect and distribute it. Your timeline changes. Your goals change. Your need for income eventually changes too.

That doesn't mean becoming overly conservative or eliminating growth. It simply means making sure your investments still align with the retirement you're working toward.

If you're within 10 years of retirement, now is a great time to review what you own, why you own it, and whether it's still serving your long-term goals.

You're invited to come celebrate with us! 🎉If you've been a part of our journey in any way, we'd love to have you join u...
10/21/2026

You're invited to come celebrate with us! 🎉

If you've been a part of our journey in any way, we'd love to have you join us on Friday, November 6, from 11 a.m. to 1 p.m. as we celebrate some exciting milestones.

Over the past few years, our team has grown tremendously, and with that growth came the need for more space. We're proud to be celebrating not only our newly expanded office, but also a major achievement: surpassing $1 Billion in Assets Under Management.

Come tour the new space, connect with our team, and help us celebrate this exciting chapter. We look forward to sharing this milestone with the people who helped make it possible.

📍 1 Smart Way, Baton Rouge, LA 70810

AUM as of 8/28/2026. Figure refers to brokerage assets as a registered representative of Northwestern Mutual Investment Services, LLC (NMIS) and advisory assets as an Advisor of Northwestern Mutual Wealth Management Company (NMWMC). Assets under management (AUM) includes all discretionary and non-discretionary assets of the advisor.

10/21/2026

Retiring from Exxon in the next two years?

📞 Call (225) 408-4569

One of the biggest misconceptions we see is that retirement planning starts when the paperwork starts.

It doesn't.

Exxon typically wants retirement paperwork submitted 90-120 days before your retirement date, but by that point, many of the most important decisions should already be made. Decisions around your pension, company stock, healthcare coverage, Social Security timing, survivor benefits, and retirement income strategy all deserve careful consideration long before the forms arrive.

The reality is that good retirement planning isn't about filling out paperwork. It's about understanding your options, weighing tradeoffs, and making informed decisions that can impact your retirement for decades.

That's why we encourage people to begin the conversation 12-24 months before they plan to retire. The paperwork window is the final step. The planning starts much sooner.

10/20/2026

📋 The Pension Crossroads: The One Decision You Can’t Take Back
📞 Don’t guess. Get guidance. Call us at (225) 408-4569

Trey Douglas, CFP® explains that choosing between a lump-sum buyout or a monthly pension check is a permanent decision. Most people assume their pension choice is already made. If you received a buyout letter at your plant, this move is bigger than you realize.

⏳ Know someone at your plant facing this choice? Send this their way.

If your business is a member of ABC, come join us for a free Lunch and Learn on Wednesday at 11:00 AM.Myles Laroux and P...
10/19/2026

If your business is a member of ABC, come join us for a free Lunch and Learn on Wednesday at 11:00 AM.

Myles Laroux and Patrick Messenger will be answering common questions we see people have when planning their retirement.

Please register through the ABC event page if you plan to attend.

Address

1 Smart Way Suite 101
Baton Rouge, LA
70810

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+12254084569

Website

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