Highland Wealth

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

05/29/2026

🎣 Off the clock and on the hook!

Drop your answer in the comments below! 👇

When you work hard in the industrial sector, your downtime is everything, so we caught up with our financial advisor and resident fishing extraordinaire, Nathan Lee, CFP®, to see where he heads to cast a line. He says, "Toledo Bend for fresh water and Cocodrie for salt water!"

Now we want to hear from you: Where is your favorite fishing spot? Share your go-to lake, secret coast, or tag your favorite fishing partner below!

05/28/2026

💼 Is your wealth management team as dynamic as the market?

Let’s build a future tailored to your success—DM us today to secure your financial legacy.

At Highland Wealth, our expertise is as broad as it is deep. With decades of collective experience and a rigorous commitment to professional excellence, we act as a cohesive team to provide a truly integrated financial partnership.

We manage the entire lifecycle of your wealth—from strategic planning and coordination to diligent delegation and follow-through. Our mission goes beyond the balance sheet; we go the extra mile to manage the complexities of your financial life, freeing you to enjoy the rewards of your success.

05/27/2026

Planning your dream retirement? 🌅

The rules of the game are changing—from longer lifespans and market shifts to the future of Social Security.

Our very own Myles Laroux, CFP®, recently connected with MoneyLion to share his insights on this evolving economic reality and what modern retirees need to keep in mind.

Read his full thoughts in the latest MoneyLion Trending Article - http://spr.ly/6186B8V4hr

05/26/2026

Most business owners underestimate what their company is actually worth, and that mistake can cost them at the closing table. 💡

Watch the full story here: https://youtu.be/fWfj2aMM5uY

In this video, we sit down with Randy Lanclos, who successfully exited at 56, well ahead of the typical timeline, and walk through the key moves that made it possible.

He and his partners had a target exit age in mind, but when COVID hit, everything got more complicated. The weight of running the business through that season was intense, and it forced them to seriously ask: is now the time?

What they discovered when they finally got a professional valuation done? They were leaving a lot of money on the table by undervaluing themselves.

We also get into why having a buyout plan in place from the very beginning matters more than most business owners realize, especially when there are multiple partners involved.

If you've ever thought about exiting your business in the next 5 to 10 years, this one is worth watching.

05/25/2026

Honoring the brave heroes who made the ultimate sacrifice for our freedom. Highland Wealth wishes you a meaningful Memorial Day.

05/24/2026

Join us in wishing Madison Dillard CFP®, ChFC®, CLU®, Partner, a happy 9th work anniversary!

As one of our partners, Madison has exemplified what it means to truly put our clients first. He is a trusted advisor, a brilliant strategist, and an invaluable leader to our team. 🎉

05/22/2026

🚨 Every day you delay talking about money with your family increases the risk of financial misunderstandings and lost wealth. Miscommunication across generations can derail decades of hard work in an instant—act now to protect your assets before it is too late. Take control of your family's future today.

📲 Call Highland Wealth right now at (225) 408-4569 to schedule your family consultation.Talking about money across generations can be tough, but you do not have to navigate it alone.

Building a lasting family legacy requires open communication and proper preparation. Passing down wealth is only half the battle. Ensuring the next generation knows how to protect, grow, and respect that wealth is what creates true long-term security.

With over 100 years of collective experience, Highland Wealth works directly with you and your family to bridge the generational financial gap. We do not just manage your assets. We actively help educate your children and grandchildren, equipping them with the vital tools and planning strategies they need to make smart, effective financial decisions for decades to come.

Let's turn stressful kitchen table money talks into a confident, unified family roadmap.

💬 How do you handle family discussions about money? Let us know in the comments below!

05/21/2026

⚡ Decades of grueling shift work and missed milestones have taken their toll. You’ve sacrificed weekends and holidays to build a life for your loved ones, but your window to secure a stress-free retirement is shrinking every day. Don't let another family moment pass you by—take control of your financial future today so you don't miss tomorrow's memories.

📲 Call us right now at (225) 408-4569 to start building your retirement plan.

To the field and plant workers who have kept the lights on: we see you. We specialize in helping industrial professionals transition into a predictable retirement. Our goal is simple—ensure your bills are completely covered so you can finally be present for every single game, recital, and family Sunday. Let's make sure your hard work cements a lasting family legacy.

05/20/2026

Help us wish a happy birthday to Carson Abney, our Financial Planning Analyst! 🎉

Carson’s dedication makes a major impact on our firm every day.

Leave a comment below to celebrate him! 👇

05/19/2026

🩺 Turn your health benefits into a wealth-building machine!

📲 Ready to optimize your BASF benefits package? Connect with Highland Wealth below to build your custom retirement roadmap.

You can use your BASF Health Savings Account (HSA) to grow serious wealth for your future. Most people use this account like a regular wallet to pay for doctor visits right now. But smart savers treat it like a secret retirement fund.

By saving your HSA money and investing it, you get three amazing tax breaks. You will never pay taxes when you put money in, while it grows, or when you take it out for medical bills. Later in life, you can use this tax-free cash to pay for big medical bills when you are in retirement. Let's change how you use your company benefits.

05/18/2026

Clocking out of Shell for the last time is a massive milestone. 🕓

But maximizing your hard-earned benefits requires navigating a complex web of points, plan rules, and healthcare providers.

At Highland Wealth, we believe the years of hard work you put in at the floor or the office should pave the way for a rock-solid, confident retirement. That means ensuring your pension strategies, 401(k) allocations, and healthcare plans work together seamlessly to protect your future.

Swipe through to see if you meet Shell’s 80-point retiree healthcare threshold, and how your coverage shifts once you reach age 65.

Are you on track to retire on your terms? Let’s optimize your Shell benefits package.📈

Schedule a complimentary consultation with our Baton Rouge team today.

Address

1 Smart Way Suite 101
Baton Rouge, LA
70810

Telephone

+12254084569

Website

http://highlandwealth.nm.com/

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