30+ years in financial services
Enjoys bowling, golfing & watching sports
Involved in his church
Studied at UCLA
Will video conference with clients to make it easier
As a Wealth Advisor with Trilogy Financial, Rick Higbee works alongside individuals, families and small business owners, helping them to identify their important financial goals. Along with his team and strategic partners including financial professionals, CPAs and Estate Attorneys, he creates custom strategies to help his clients pursue those goals. Rick continually coaches his clients on making sound financial decisions. His mantra is to put a smile on the face of everyone he comes in contact with.
After attending UCLA, Rick started in the retail management profession before running his own business in the financial services industry for 15 years. Rick joined Trilogy in 2006 and holds Series 7 registration with LPL Financial, and the series 66 registration with TrilogyCapital, Inc., designations as well as the Life, Health and Long Term Care License. His passion lies in incorporating investment, tax saving, estate preservation and protection planning strategies for tailored and comprehensive plans for his clients, no matter where they are in their journey to financial freedom.
Rick has lived in Corona since 1995 and he enjoys spending time with his wife, Anna, and their 2 grandsons, Bryan and Christian, as well as volunteering at his church, bowling, golfing and watching sports.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.