Providing financial stewardship to corporate and individual clients for nearly five decades
Higginbotham Financial Consulting
Our Registered Investment Advisors offer the highest level of consulting and advisory services through Lion Street Advisors LLC
Higginbotham Financial Insurance Services
Our full-service insurance advisory and brokerage firm offers trusted solutions
for planning and auditing your coverage
Host Jeremy C. Park talks with Joel Solomon, Managing Partner, and Brett Longenecker, Partner and Senior Consultant, with Higginbotham Financial, who provides an overview of their transition from Paradigm-Gilbert to Higginbotham Financial, along with their history of providing financial stewardship for almost five decades to over 40,000 corporate and individual clients.
During the interview, Joel and Brett discuss their proprietary software program and services geared around retirement, share tips related to orchestrating tax deductible/tax deferred and never taxed assets, how business owners can maximize the value of their business, and much more.
About / / / / /
Higginbotham Insurance Group
Global Reach. Local Touch. Single Source
Higginbotham Financial is part of Higginbotham, one of the nation’s largest independent financial services firms, is trusted by thousands of businesses, individuals and families. Higginbotham provides a single source solution for financial consulting, insurance and HR services through a unified group of regional offices with global capabilities, paired with the personal service that further distinguishes our client relationships