Tampa

614 West Bay Street, Tampa, FL 33609

Monday - Friday: 8:00am - 5:00pm

Tampa Financial Advisors

For nearly eight decades, Higginbotham has been committed to putting clients first in everything we do, and our Tampa, Florida, office is no exception. Our team brings deep local knowledge and a broad network of resources to help you navigate complex life insurance and financial decisions with confidence.

Higginbotham joined forces with Cassidy & Company in 2024 to deepen the services we’re able to offer Tampa families and businesses. With a people-first, collaborative approach to wealth planning, we work to ensure that every client has access to the right strategies and solutions to connect where they are now with where they want to be in the future.

By combining a strong community foundation with national resources, we provide a single-source solution tailored to your unique needs. Our Tampa financial services and insurance specialists are ready to support you every step of the way.

Talk to a Member of Our Team

What We Offer

Personal Insurance

Business Insurance

Employee Benefits

HR Services

Financial Services

Corporate Financial Consulting

Business owners and leaders face complex financial decisions that affect not only daily operations, but also long-term stability and succession. At Higginbotham, we provide corporate financial consulting services that are designed to help businesses plan for the future, support key employees and align financial strategies with organizational goals.

Executive Benefit Plans

Retaining key executives can be critical to maintaining your organization’s stability and growth. Executive benefit plans offer a way to provide additional, targeted incentives that go beyond standard compensation structures. Our advisors work closely with you to design customized executive benefit plans that reflect your organization’s goals, financial position and leadership structure.

Business Succession Planning

A clear succession strategy can help support the long-term success of your business. Whether you plan to transition ownership to family members or key employees, business succession planning can help to reduce uncertainty and financial strain.

Life insurance is often used to fund buy-sell agreements and provide liquidity when ownership changes occur. Our advisors can guide you through structuring these arrangements so they align with your operational needs and long-term vision for your business.

Key Person Insurance

Certain individuals play a vital role in the success of a business, and the loss of one of these key contributors can create major financial and operational challenges. Key person life insurance is designed to help offset that risk by providing financial support to help stabilize the business, meet ongoing obligations or allow time to identify and onboard a replacement. Higginbotham’s team can help assess your needs and structure coverage that fits your organization’s size, industry and leadership model.

Estate Equalization

Family-owned businesses often face complex estate planning decisions, particularly when ownership and involvement are not evenly distributed among heirs. Life insurance can be incorporated into an estate equalization strategy to help address these challenges.

By using life insurance to provide value to beneficiaries who are not directly involved in the business, it may be possible to maintain business continuity while supporting fair outcomes across your estate plan. Our team can coordinate with your legal and financial advisors to help ensure your strategy reflects your intentions and can adapt as your circumstances change.

Financial Planning for Individuals and Families

Personal financial planning is about more than preparing for the future. It’s about making informed decisions today that align with your long-term goals, your family’s needs and the legacy you want to leave behind. Higginbotham’s financial advisors provide thoughtful guidance to help individuals and families build strategies that can grow and evolve with you.

Estate Planning and Wealth Preservation

Preserving your wealth requires careful planning and coordination across multiple areas of your financial life. Higginbotham’s team works with you to help develop financial strategies that aim to protect your assets and support efficient wealth transfer.

This may include planning for estate taxes, creating liquidity at key moments and helping to reduce the likelihood that assets must be sold under pressure. By aligning your financial strategy with your estate objectives, you may be able to direct more of your wealth toward the people and the causes that matter most to you.

Wealth Accumulation

Building wealth is a long-term process that can benefit from a disciplined and well-structured approach. Our team can help you explore strategies that support growth over time while remaining consistent with your risk tolerance and financial priorities.

Retirement Planning

Preparing for retirement involves more than reaching a savings target. It requires a clear understanding of how your income, assets and lifestyle will evolve over time. Our team works with you to bring structure and clarity to the retirement planning process so you can move forward with greater confidence and the support of a plan that reflects the way you want to live in the years ahead.

Senior Couple Walking On A Beach Together

Life Insurance Planning

Planning for the future means preparing for expected milestones and unexpected events. At Higginbotham, our team provides life insurance solutions that are designed to support your long-term financial goals while helping to protect the people and causes that matter most to you. We believe in taking a thoughtful, personalized approach by working with you to evaluate your needs and identify strategies that align with your overall financial plan.

Charitable Giving Through Life Insurance

Life insurance can play a meaningful role in your charitable giving strategies. Our team can help you explore ways to incorporate life insurance into your philanthropic plans, allowing you to support the organizations and causes that are important to you. This could include structuring life insurance policies to benefit charitable organizations or integrating giving strategies into your approach to estate planning.

Family Protection Planning

Protecting the financial future of your loved ones is often a central goal of life insurance planning. Our advisors work with you to assess your current situation and determine an appropriate level of coverage based on your income, financial obligations and long-term objectives. Our goal is to help you build a plan that supports your family’s ability to maintain their lifestyle during times of uncertainty.

Disability Insurance

An unexpected illness or injury can affect your ability to earn income and disrupt the best-laid financial plans. Short-term disability and long-term disability insurance can help provide income protection if you’re unable to work due to a covered condition. Higginbotham’s advisors can help you evaluate available options so your coverage reflects your overall financial picture and risk tolerance.

Long-Term Care Insurance

Planning for future care needs is an important part of any well-rounded financial strategy. Long-term care insurance can help address the potential costs associated with extended care services, whether at home or in a care facility.

Insurance Policy Reviews

Life insurance policies should be reviewed periodically to ensure they align with your goals and your evolving needs. Changes in your financial situation, family structure or market conditions can impact how a policy performs over time. Our team can provide a detailed assessment so you can make more informed decisions about your coverage.

Financial Consulting in Tampa, FL

Here in Tampa, Florida, our client-first approach means you get specialized life insurance and financial services that are backed by trusted advisors who know the community. By partnering with Cassidy & Company, Higginbotham brings together local insight and national resources to deliver tailored solutions with the care and proficiency each client deserves.

Whether you’re exploring life insurance options or looking for a comprehensive financial plan, our team is ready to help. Contact us today to connect with a specialist who understands your goals and your needs.

Get in Touch

Meet Our Tampa Leaders

Will Cassidy

Matt Woodard

Tampa

614 West Bay Street