Scott Higginsnssa
- Role
- Retirement Plan Financial Adviser Aif Cfp Cpfa at Rose Street Advisors
- Location
- Kalamazoo, MI, US
- LinkedIn followers
- 500 followers
About Scott Higginsnssa
As a member of the Rose Street Advisors investment team, I partner with select…
Experience
Retirement Plan Financial Adviser Aif Cfp Cpfa
Jun 2012 — Present
Holistic approach to retirement plan consulting and strategic planning with plan sponsors and individual investors. Retirement plan specialties: o Plan design & implementation o Fiduciary process implementation and plan governance o Investment advisory & fiduciary services o Comprehensive provider, plan & industry benchmarking o Provider search consulting & RFP process management o Administrative support o Improving underperforming or underutilized plans o Employee education and communication strategies Strategic individual wealth management and investment advisory services specializing in retirement income strategies and wealth accumulation utilizing equities, fixed income and alternative investments. Proficient with eMoney, Morningstar, fi360, Microsoft Excel, and Microsoft Powerpoint. Rose Street Advisors is a group of over 30 specialists in employee benefits, HR consulting, wealth management, and retirement plans serving discerning individuals, families and businesses.
Skills
- Defined Contribution
- Pensions
- Retirement Consulting
- Health Insurance
- Portfolio Management
- Wealth Management Services
- 401k
- Wealth
- Profit Sharing
- Fixed Annuities
- 457 Government Plans
- Erisa
- Financial Planners
- Retirement
- Insurance
- Personal Finance
- Wealth Management
- Cfp®
- Wealth Accumulation
- 401k Consulting
- Defined Benefit
- Financial Advisory
- Financial Planning
- Long-Term Care
- Erisa Fiduciary
- Securities
- Income Strategies
- Iras
- Retirement Plan Consulting
- Employee Benefits
- Investments
- Qualified Retirement Plans
- Estate Planning
- 401k Rollovers
- Retirement Planning
- Life Insurance
- Roth Ira
- Investment Advisory
- Mutual Funds
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.