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Learn Everything About Your IRA

What Our Clients Say:

"We can rest and sleep at night knowing that Higgins Capital has our best interest and our assets are in secure hands."
- Rita

 

Nice to Meet You. I'm Ray Higgins.

IRAs will play a big part in your retirement planning so let's quickly talk strategy.

First, at some point you should consider consolidating all your IRAs into one account so that you can keep track of what you have and how the performance is doing.

Consolidating will also give you access to more sophisticated investment opportunities.

Second, if you haven't already, you may eventually want to roll your 401(k) type assets into an IRA that you control.

If you have less than $200,000 in your aggregate IRA holdings, you may best be served by working directly with a mutual fund company.

We offer you the expertise and experience of fiduciary financial advisors with years of experience.

If you are interested in having your questions answered, Text me at (858) 251-6873 or call me direct at (858) 204-4268.

Or fill out and submit this Contact Us form.

You Make One Decision. We Handle the Rest.

 

 

Disclaimer: The above testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.