Services

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

Financial Planning

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

Life Insurance

  • Term Insurance
  • Permanent Insurance

How Can We Help?

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