Axel Hoogland
Highland Wealth Management
Waterloo, IA
Contact Axel
Axel can help you with
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Investment Analysis
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Retirement Planning
Axel specializes in
- Artist/Performer
- First Responder
- Grade School Teacher
- Military Member
- Technology Professional/Engineer
- Early Medical Professional
- Medical Professional
- College Professor
- Early Retirement
- Financial Independence
- Couples
- DIY
- Healthspan or Longevity
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Cash Flow Analysis
- Budgeting
- Financial Behavior and Wellness Education
- Life Event Planning
Pricing
Highland Wealth Management offers hourly planning services for clients based on total assets.
- $100 per hour with a one-hour minimum for clients with assets of $50,000 or less
- $150 per hour with a one-hour minimum for clients with assets between $50,000 and $500,000
- $200 per hour with a one-hour minimum for clients with assets greater than $500,000
About
My name is Axel Hoogland and I am a 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.