Welcome to our family.
When you work with us, you are building a life-long relationship.
At Higgins & Bailley Wealth Management, we...
- ... are not focused on “transactional” business
- ... are entering into a long term commitment to help you accomplish your goals
- ... want to make sure your spouse and children know that if something happens to you, the first phone call they make is to us
- ... will walk you through all aspects of your financial planning and take care of the “hand holding”
- ... will never pressure you with sales tactics at firm
- ... are Fiduciaries, and therefore legally bound to put your needs ahead of our own
- ... are both securities licensed and insurance licensed, we work with all different types of investments and financial products to maximize the tools and strategies available to solve your problems
- ... are a truly independent firm with access to a wide variety of investment platforms.
Our focus isn’t on the product, it’s on the strategy.
At Higgins & Bailley, you don’t get a “cookie cutter” plan designed to pigeon-hole clients. We design and implement a financial plan tailored to your specific needs.
Everyone has “stuff”. You may have a CPA, attorney or advisor who has done work for you, but have you had someone come in and make sure everyone is on the same page? Make sure everything is working towards a cohesive plan? There’s an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.