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