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Our Services

At Highland Money Management, Inc., we provide assistance in the following areas:

Investments

We offer various types of investments to address your specific needs, such as: stocks, bonds, mutual funds.

Retirement Planning

  • Rollovers from existing work plans
  • IRA’s
    • Roth
    • Traditional
    • Simple
  • Strategies for Asset Accumulation
  • Small Business Planning
  • Risk Assessment
  • Strategies for Income Needs
  • Annuities for Accumulation and Income Needs
    • Variable
    • Fixed

Education Plans

  • 529 College Savings
  • Education IRA's
  • UTMA / UGMA

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • College Plans

Insurance

Life Insurance

  • Term Insurance
  • Permanent Insurance
  • Variable Universal Life
  • Universal Life