Higgins & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Karen D Higgins

Karen D Higgins

APMA®, CRPC®

Private Wealth Advisor

Managing Director
Visit Karen D Higgins's website
Bill Horan

Bill Horan

Financial Advisor

Vice President
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Team

Patricia Jorgensen

Patricia Jorgensen

Client Service Associate

Kim McCauley

Kim McCauley

Registered Client Service Associate

Qualifications

  • Series 7, 63, and 66 licensed
  • 30 years of industry experience
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