Insurance / / / / /
Selecting insurance products from over 50 highly rated insurance carriers
Analyzing the cost structure of insurance policy designs
monitoring the internal rate of return (IRR)
comparing both guaranteed and current cost assumption approaches
weighing a multitude of insurance options based on risk tolerance, time horizon, and fluctuating goals
observing Uniform Prudent Investor Act (UPIA) guidelines, which call for annual policy reviews
Our experience is ready to work for you
Texas / / / / /
Fort Worth Office
500 W. 13th St.
Fort Worth, TX 76102
T: 817-880-6980
California / / / / /
Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614
info@paradigmgilbert.com
T: 949-544-2500
Quick Links / / / / /
Investment advisory services are offered through Paradigm Gilbert Consulting, LLC d/b/a Higginbotham Financial Consulting (“Higginbotham Financial”), a registered investment advisor. We remind our clients and others not to send Higginbotham Financial private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note Higginbotham Financial does not accept trading or money movement instructions via email. Please visit our disclosure page for important disclosures.
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