Our Services

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

 

Our Wealth Management practice is built on vision, transparency and trust. Higgins Capital clients benefit from our institutional level insight and expertise. Clients and their families manage their wealth with our custom strategies.

Financial Planning

Our team of fiduciary financial advisors provides you with a plan to reach your goals. We strive to give you peace of mind knowing that your wealth is being managed prudently. Learn More

Retirement Planning

Retirement planning is of paramount importance as it can help to ensure financial security and a comfortable lifestyle. By systematically saving and investing for retirement, you can safeguard yourself against potential financial hardship. Effective retirement planning can help individuals to maintain their desired standard of living and enjoy a worry-free retirement,  Learn More

Investment Management 

Investment Management is the process of working with you to achieve the right balance of performance and risk. Inflation is back and it's changing your world. Everything you do with your money will be impacted by inflation. Are you taking the appropriate steps to move through this challenging new environment? What will inflation and rising interest rates do to your bond portfolio and other fixed income investments? Learn More

Generational Wealth Management 

Preserving wealth from one generation to another requires a thoughtful strategic outlook. We help you to become active stewards of your wealth. We guide you to create a family culture that establishes an enduring legacy.  Generational Wealth Management helps ensure that your wealth and legacy are prudently directed. Learn More

Life Insurance

Life insurance can provide financial security and protection for your family in the event of your death. Life insurance offers peace of mind knowing that your family will be taken care of when you are no longer there. Learn More

Annuities

Annuities can be a prudent investment because they can provide a steady income stream.  They help mitigate the risk of outliving your savings. Annuities also provide tax advantages and financial planning strategies. Learn More