Terry Higdon, IRMAACP™ Advisor · Louisville, KY
Terry Higdon
President, Asset Preservation Group, LLC
Professional Profile
Terry Higdon, President of Asset Preservation Group, LLC in Louisville, KY, brings over 30 years of expertise in retirement, tax, and estate planning to individuals approaching retirement or already enjoying their golden years. With specialized credentials including RFC, CHFEBC, and Series 65, Terry is committed to providing sound financial guidance that helps clients navigate the complexities of their retirement journey.
At the core of Terry’s approach is the proprietary Retirement Made S.I.M.P.L.E.™ process. This innovative framework simplifies retirement planning by ensuring all assets are integrated and working in harmony. By focusing on six key areas—Social Security, income planning, market risk, personal taxes, long-term care, and estate planning—Terry prioritizes tax efficiency and creates tailored strategies that maximize clients' financial well-being.
As an IRMAA Certified Planner (IRMAACP™) program holder, Terry Higdon helps clients navigate Medicare costs and IRMAA surcharges with confidence.
Terry understands that effective planning is not one-size-fits-all. His personal touch, rooted in family values and a genuine commitment to his clients, is reflected in every interaction. As a dedicated husband, father of three, and proud grandfather, he knows the importance of securing a financial future for loved ones. Let Terry Higdon guide you in achieving your retirement goals with confidence and clarity.
Disclosure
“Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. It is important that you do not use email to request, authorize, or affect the purchase or sale of any security, to send fund transfer instructions, or to affect any other transactions. Any such request, orders, or instructions you send will not be accepted and will not be processed. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further disseminating. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.”
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