Jeff Higgins CFP®, AIF®
Managing Partner, Qualified Plan Director
BUSINESS PHILOSOPHY
I believe I have a responsibility to help my clients make informed decisions that will give them the financial independence they so desire. This I hope to achieve not only by providing information that will encourage them to better understand their personal and business assets, insurance, and investments, but in helping them stay accountable to the financial goals they have set forth for themselves.
PROFESSIONAL ADVANCEMENT
• Registered Representative of IFP Securities, LLC
• FINRA Series 6, 7, 63, 65 and 24 Securities Registrations
• Life, Accident and Health Licensed
• BA Degree, University of Texas at Austin, 1992
• Certified Financial Planner(CFP®) licensed since 1998
• Accredited Investment Fiduciary (AIF®) licensed since 2010
COMMUNITY INVOLVEMENT
- Member and committee leader,
First Presbyterian Church of San Antonio - Co-Founder and Board Member,
Tony Leffingwell Foundation - Past President, San Antonio Texas Exes &
San Antonio Longhorn Club - Involvement & Fundraising Assistance, Leukemia & Lymphoma Society
Communities In Schools of San Antonio
Make-A-Wish Foundation of South Texas
San Antonio Metropolitan Ministries
Christian Assistance Ministries
PRODUCTS AND SERVICES
- Investment Strategies
- Retirement Planning
- Business Succession Planning
- Estate Conservation & Analysis
- Charitable Giving
- Life Insurance
- Health Insurance401(k) & 403(b) Plans
- Non-Qualified Retirement Planning
- Traditional & Roth IRA’s
- Mutual Funds
- Disability Insurance
- Long Term Care Insurance
- Business Overhead Protection
- College Education Funding