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HGL Resources: Keeping Clients in the Know

Resources

From estates and businesses, to time spent with loved ones and pursuing lifelong dreams, our goal is to offer our clients solutions that give them more time to do the things they love, with less worry about building and protecting their assets.

How do I protect my children from themselves and others when they receive their inheritance? 

Download eBook

Do you think of yourself as risky or conservative?

Portfolio Risk Analysis

Remote work has increased the need for cyber security awareness. To combat cyber threats, Hightower Great Lakes utilizes Proofpoint, a leader in providing cyber security awareness training. Check out the creative Proofpoint training modules below.

Fake Browser Updates
- Lookalike Website Trick Users
- Scammers Mimic Real Banking Emails
OneDrive Phishing Campaign
DocuSign Phishing
Microsoft Office 365 Credential Phishing

Videos

Our Wealth Management Process

As business owners, you work hard taking care of your employees and clients. You deserve a financial advising team that works just as hard for you – that fits just right and understands your specific goals and dreams.

Stress Testing for Successful Business Owners

Stress testing is becoming an increasingly essential tool for business owners. You have an opportunity to put your financial and legal strategies through their paces and determine if they’re set up to deliver the results you want.

Business Value Drivers

We encourage business owners to step back from daily work activities to see the big picture – the worth of the company and how to increase it through identifying the value drivers of the business.

Finding the Right Advisor for Selling Your Business

As a business owner, you spend time, focus, and energy on serving your clients and employees while managing a litany of daily risks and challenges. Tim Scannell wants to help you make work optional.

Finding an Advisor That is Right For You

If you’re not picking a financial advisor who aligns with your specific needs, they may not be a great fit. Tim Scannell helps you compare four different types of advisor to pick the one best suited to your needs.

Tim Scannell's Personal 'Why' Story

Tim Scannell describes the road that led him to becoming a fiduciary financial advisor.

What is a Fiduciary?

How much do you know about the motivations of your financial advisor? Are they working in your best interest?

Written Reports/Research

Flash Report: Virtual Experiences We Think You'll Love
Flash Report: Virtual Experiences We Think You'll Love

Download PDF - Apr 21, 2021

Flash Report: 'We The Family' - The Benefits of a Family Constitution
Flash Report: 'We The Family' - The Benefits of a Family Constitution

Download PDF - Mar 1, 2021

The Power of Purpose in Reaching Audacious Goals
The Power of Purpose in Reaching Audacious Goals

Download PDF - Feb 1, 2021

Flash Report: The Many Benefits of Building a Family Brand
Flash Report: The Many Benefits of Building a Family Brand

Download PDF - Jan 1, 2021

Flash Report: Boost Your Efficiency and Effectiveness - at Work, at Home and in the World
Flash Report: Boost Your Efficiency and Effectiveness - at Work, at Home and in the World

Download PDF - Dec 1, 2020

Flash Report: You Need a Cohesive Wealth Management Team. Here's Why.
Flash Report: You Need a Cohesive Wealth Management Team. Here's Why.

Download PDF - Nov 1, 2020

Flash Report: Best Practices for Successfully Working From Home
Flash Report: Best Practices for Successfully Working From Home

Download PDF - Oct 1, 2020

Flash Report: Choosing an Executor For Your Estate
Flash Report: Choosing an Executor For Your Estate

Download PDF - Sep 1, 2020

5 Wealth Mgmt Challenges Facing Construction Industry Family Owned Businesses
5 Wealth Mgmt Challenges Facing Construction Industry Family Owned Businesses

Download PDF - Aug 14, 2020

Family Wealth Ebook
Family Wealth Ebook

Download PDF - Aug 14, 2020

Business Growth by Acquisition
Business Growth by Acquisition

Download PDF - Aug 14, 2020

Business Continuity Planning
Business Continuity Planning

Download PDF - Aug 14, 2020

Successful Transfer of the Family Business
Successful Transfer of the Family Business

Download PDF - Aug 14, 2020

Understanding Business Value
Understanding Business Value

Download PDF - Aug 14, 2020

Family Office Services
Family Office Services

Download PDF - Aug 14, 2020

Key Considerations for Shifting Residency to Florida for Tax Purposes
Key Considerations for Shifting Residency to Florida for Tax Purposes

Download PDF - Aug 14, 2020

Using Short-Term Key-Employee Incentives to Increase Sale Price
Using Short-Term Key-Employee Incentives to Increase Sale Price

Download PDF - Aug 14, 2020

Leaving Your Business is Inevitable
Leaving Your Business is Inevitable

Download PDF - Aug 14, 2020

Transferring Your Company to Key Employees
Transferring Your Company to Key Employees

Download PDF - Aug 14, 2020

Transferring Wealth to Children: A Primer for Business Owners
Transferring Wealth to Children: A Primer for Business Owners

Download PDF - Aug 14, 2020

Value Drivers
Value Drivers

Download PDF - Aug 14, 2020

Fiduciary Standard
Fiduciary Standard

Download PDF - Aug 12, 2020

Hightower Corporate Profile
Hightower Corporate Profile

Download PDF - Aug 12, 2020

Flash Report: Buy Experiences. Not Stuff. Here's Why.
Flash Report: Buy Experiences. Not Stuff. Here's Why.

Download PDF - Aug 1, 2020

Flash Report: Preparing Heirs for Their Inheritance
Flash Report: Preparing Heirs for Their Inheritance

Download PDF - Jul 1, 2020

Flash Report: The Importance of Stress Testing Your Wealth Strategies
Flash Report: The Importance of Stress Testing Your Wealth Strategies

Download PDF - Jun 1, 2020

Flash Report: Reclaim Your Time - Finding the Right Work-Life Balance
Flash Report: Reclaim Your Time - Finding the Right Work-Life Balance

Download PDF - May 1, 2020

Flash Report: The Four Types of Financial Advisors
Flash Report: The Four Types of Financial Advisors

Download PDF - Apr 1, 2020

Flash Report: The Importance of Family Governance
Flash Report: The Importance of Family Governance

Download PDF - Mar 1, 2020

Flash Report: How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond
Flash Report: How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond

Download PDF - Feb 1, 2020

Take the first step towards the best part of your life by clicking the link below to schedule a 1 hour “Work Optional” meeting.

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