At Highland Money Management, Inc., we provide assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- ETFs
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
- Variable & Fixed Annuities
Education Plans
- 529 College Savings
- Education IRA's
- UTMA / UGMA
