Individuals & Families

Our Services

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

Growing Your Wealth with The Family Office

The Family Office is a comprehensive wealth management service that integrates the financial, legal, and lifestyle needs of individuals and families. There are six individually tailored services in the family office: Investment Management, Estate Planning, 401k Management, Financial Planning, Generational Wealth Transfer, Life Insurance and Annuities. The Family Office gives you tailored solutions and comprehensive risk management. This ensures alignment with family goals and values.

Our Services

Investment Management

Estate Planning

401k Management

Group sitting at table looking at charts

Financial planning

Generational Wealth Transfer

Life Insurance and Annuities

We grow your family’s wealth with investments that reflect your goals and risk tolerance. We review your portfolio regularly ensuring prudent progress. With unbiased advice and clear strategies, we help you achieve your investment objectives. Our straightforward approach gives you confidence that your finances are strong, letting you focus on what matters most to your family.

We work with you to ensure your wealth passes smoothly to your heirs. We strive to protect your assets and follow your wishes, reduce legal complications. We plan carefully and can work with family members to avoid disputes and keep your legacy intact. Our clear, organized approach makes sure your loved ones are cared for without confusion. By handling the details, we give you peace of mind, knowing your family’s future is secure and your values will live on through generations.

At Higgins Capital, invest your 401(k), that is your plan administrator has custodied with a firm such as Fidelity. As your dedicated third-party advisor, we tailor your investments to reflect your aspirations and temperament. Our diligent oversight fosters prudent diversification and steady growth, affording you the tranquility to pursue your future, confident in our unwavering commitment to your legacy.

Financial planning is an essential tool for achieving your financial goals and securing your financial future. It involves setting clear objectives, assessing your current financial situation, creating a budget, managing debt, investing wisely, and continuously monitoring and adjusting your plan. By following these steps and reaping the benefits of financial planning, you can build a stable and prosperous financial future for yourself and your family.

Generational wealth transfer is a critical component of comprehensive financial planning. By starting early, educating family members, and implementing strategic planning, you can create a lasting financial legacy that benefits generations to come. Our team of experienced advisors is here to guide you through every step of this important process, ensuring your family's financial future is secure and your values are preserved.