Highland Financial Management, Inc.

Business Description

We provide Comprehensive Financial Planning and Portfolio Management to both businesses and individuals. To the individual we provide Comprehensive Financial Planning; Portfolio Management; Life, Medical, and Disability Insurance; Fixed, Equity Indexed, and Variable Annuities; Mutual Funds; and Stock Brokerage Services. To the business owner we can provide Employee Benefits such as Section 125 Cafeteria Plans; Major Medical; Group Life and Health Insurance; Supplemental Benefits such as Cancer, Dental, Disability, and Personal Accident. We also have Business Continuation Insurance, Buy/Sell Agreement Funding; Business Overhead Expense Protection, and Discriminatory Retirement Funding.

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