From Our Family To Yours

Helping you make the right financial decisions for you and your loved ones.

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Your Retirement Team

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Terry D. Higdon

President and Financial Advisor

Terry, a lifelong resident of the state of Kentucky, takes great pride in helping make retirement planning “S.I.M.P.L.E.™.” He has 28 years of experience in financial services, and became an Investment Adviser Representative in 2014 to better support his clients' needs and objectives. Terry has gained extensive knowledge in the areas of wealth preservation, retirement planning strategies, risk reduction, tax optimization, and asset protection strategies. He enjoys helping his clients take control of their retirement journey by keeping it S.I.M.P.L.E. His primary objective is to help his clients protect and preserve their assets. He accomplishes this with a plan that is tailored to each of his clients' specific goals.

"At our family-owned financial advisory business, we focus on turning retirement goals into realities. Our mission is S.I.M.P.L.E.: to empower families with the knowledge, tools, and strategies they need to thrive in retirement. With a personalized approach, we guide our clients through every stage of the retirement planning journey, offering clarity and confidence. As advisors focused on our clients' financial well-being, our clients become family. We uphold the same values of trust, integrity, and transparency, ensuring that each family we serve can enjoy a S.I.M.P.L.E. retirement," Terry says. 

Samantha Higdon-Babin

VP of Social Media and Event Marketing

Kelly Jarzomkowski Higdon

VP of Life & Health

Special Projects Manager

Jake Higdon

VP of Data Strategy and Analytics

Wrigley

Chief Barketing Officer

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Shine a Light On Your Retirement Vision

Retirement planning doesn’t have to be complex. Get started today by scheduling a free, no-obligation consultation and start enjoying retirement on your terms.

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