Frank Higgins and Bridget Riley are Fiduciary Investment Advisor Representatives and are both leaders in the retirement planning arena. With a combined 40 years experience, they bring a well rounded expertise. Frank is a national speaker and is the co-author of the national best-selling book, “Secure Your Retirement Dreams with Safer Money”. Bridget has extensive experience with qualified pension plans, 401k’s as well as non-qualified plans. She is co-author of the National Best-Selling book “The Soul of Success” with Jack Canfield.
Together they help pre-retirees and retirees eliminate two major concerns:
1) Outliving their money and 2) reducing their tax liability.
Above all, they feel it is paramount to take the time to get to know their clients personally along with their needs and goals. Our clients enjoy personal service, peace of mind, and our passion is to design their financial future that they may experience the lifestyle they want to live.
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