Since 1999, Walker, Higgins & Associates Wealth Management has been committed to serving as a personal, trusted partner to our clients. We have grown into one of the largest independent wealth management companies in South Carolina by developing a wide variety of strategies that enable our clients to effectively accumulate, maintain, and distribute their financial assets over their lifetime.
What are the things that matter most to you?
For some, it is a secure retirement after spending a lifetime accumulating assets. Others may desire to educate their children at the finest university or leave a substantial bequest to their favorite charity.
We all have financial goals that are unique to our individual circumstances…
The professionals at Walker, Higgins have decades of combined experience. They take a consultative approach in helping clients address their investment and financial needs for their family and business. We often work in conjuction with a client’s attorney and accountant to help them accomplish their objectives.
We ask the right questions…
The experienced representatives at Walker, Higgins Wealth Management take the time to understand your situation and put together a custom solution to accomplish your financial goals in the following areas:
We use sound, time proven principals to guide our clients with a strategy that fits their particular goals and make adjustments when appropriate. We believe in an active, tactical strategy that allows us the flexibility to manage a portfolio in the dynamic, changing economic environment. We use portfolio managers that allocate assets globally and include investments in stocks, fixed income, commodities, real estate, cash, and other asset classes.
How much money do you need in retirement to maintain your desired lifestyle? That is a question you may have asked yourself many times. Retirement planning may have been relatively simple at one time. Many people worked until their mid-60’s, received a monthly pension when they retired, and died within 10 years of retirement. Things have certainly changed! Lifestyle expenses, Social Security, inflation, volatile stock markets, higher taxes, longer lifespans, and high health care costs are all landmines to avoid in putting together a viable retirement strategy.
Making sense of your finances requires more time and effort than ever in today’s constantly changing economic environment. It is likely that some of your financial goals conflict. Deciding how to navigate and manage these conflicts takes careful strategic and tactical planning.
College expenses have risen at an alarming average of 7% per year over the last 20 years! We help clients implement tax advantaged strategies that allow them to accumulate dollars to help cover those rising costs.
Employer-Sponsored Retirement Plans
The majority of Americans save for retirement through their company’s retirement plan. We work closely with businesses who understand the need for a plan as a recruiting and retention tool. There are an overwhelming variety of plans and provisions to consider as well as numerous, recent regulatory changes that have made it more complicated for plan sponsors. The seasoned professionals at Walker, Higgins have the experience and resources necessary to help navigate the marketplace to find the unique plan that works for them and their employees.