We are a Beacon of Light for two Groups of Forgotten Investors. 1) Those trying to get started in working with a Financial Advisor 2) Those who realize that they
don't have enough in retirement savings for the lifestyle they want.
These two groups may overlap in age but not in their goal of financial security.
"StartUp-CatchUp" is for you if you want a long-term relationship with an Experienced Team who will always put your interests first.
Learn More: https://www.higginscapital.com/Individual-Retail-Investors.21.htm
"StartUp-CatchUp" is for you if:
You have accumulated a nest egg of at least $200,000.
and
You have changed jobs and want to open an IRA Rollover for your 401(k).
or
You have worked with another advisor and want more personal attention.
or
You have come into money and want help with managing your new-found wealth.
or
You have come to understand the limitations of call centers and algorithms.
or
You have a liquidity event.
People in their 30’s and 40’s want help with the big picture and financial planning. StartUp.
People in their 40’s 50’s and 60’s want help with retirement and estate planning. CatchUp.
The information contained in this communication is provided for information purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments in any jurisdiction. Past performance does not guarantee future results. No offers may be made or accepted from any resident unless Higgins Capital Management, Inc. is registered to transact business in your state of residence.