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Financial Services

Plan for today. Secure your tomorrow.

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Maximize Your Financial Freedom

Whether you’re an individual seeking help with wealth management strategies, retirement, disability or estate planning, a business owner wanting to maximize the value of your business or rework your executive compensation offerings to retain key employees, the impact of sound financial planning is wide-ranging.

Higginbotham Financial is here to answer your questions, educate you and your people on available options and turn your uncertainties into opportunities.

You may not know what wealth management strategies are right for you. We’ll help you find out.

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When Your Financial Services Consultant Is Your Partner

What happens when you have a consultant who understands you? What do you get when you team with a company that values your business? You get value.

  • A seasoned consultant who gets to know your needs
  • A provider that fulfills all your financial planning and insurance services under one roof
  • Creative solutions designed to maximize your business’ value
  • A financial services team with national reach but with a personal touch

Higginbotham Financial helps you navigate wealth management. We’re by your side.

Higginbotham is more than just another insurance company. They are a trusted solutions-driven partner highly dedicated to helping their clients find the right options for their individual needs.

Carrie B.
Manager, Engineering Industry

What happens when financial services are simplified?

Would you rather be on hold with an insurance broker, or living your life? Would you rather worry about your future, or rest easy knowing you have the right plan in place for your needs? The answers are easy, which is why we’ve made planning your estate and managing your wealth easy.

When you have exclusive strategies and decades of financial consulting experience in your corner, you get a lot.

  • Proprietary financial service offerings
  • Options tailored to your specific needs
  • The peace of mind of knowing you’re working with the best in the business

Most importantly? You get to focus on what matters most to you. 

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Not sure where to start? Talk to someone who wants to listen.

A great plan starts with a conversation. Let’s talk about what you need.

Talk to a Financial Services Specialist

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