Highland Wealth Management
My name is Axel Hoogland and I am fee-only financial guide. I provide both financial guidance and wealth management.
I work with you and whatever company is currently holding your money via 401K, HSA, IRA, 403B, Brokerage, 529 and others.
We will analyze what funds you have available to invest in and determine the lowest cost portfolio, diversified across the world, if you want, or focused in the USA if you prefer. We will discuss you goals and timelines as far as major purchases, major travel goals, other life goals and retirement to determine your best asset allocation. I do not move your money to funds I manage. I do not hold your money. You keep control of your money. I can help move it if that will make you feel more comfortable.