Our Services
The financial management process at Rocky Mountain HighFinancial Services begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Some of the services we offer:
1. Risk management
2. Retirement planning including but not limited to 401k Rollovers, Simple IRA's, 401k's, Solo 401k's, SEP IRA's and Roth IRA's.
3. Tax management
4. Estate conservation
5. College Funding
6. Cash management
7. Mortgage Services
8. Business succession planning
9. Retirement Income planning