wealth transfer planning

Detroit Financial LLC is a full-service boutique-style firm specializing in retirement planning, comprising annuity and index universal life products. Founded in 2017, the company helps individuals, families, business owners and executives reach their goals with proactive, innovative, and comprehensive solutions, and has over 30 years of experience designing, developing, and managing custom life insurance plans.

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business succession planningexecutive benefit planninglife insurance plan designretirement planningtrust-owned life insurance portfolio management

Higgins Capital Management, Inc. is a San Diego, CA-based financial advisory firm founded by Debbie and Ray Higgins. The firm provides unbiased advice and clear strategies for growing family wealth, managing investment portfolios, retirement planning, 401(k) advisory, financial planning, generational wealth transfer, and estate planning.

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401(k) advisoryestate planningfinancial planningportfolio managementretirement planning