Robert Higgins

Fee Only Investment Management, CFP(tm) Financial and Retirement Planning, Wealth Management

Financial Adviser at Dalton Financial LLC in Charlotte, NC

About

Dalton Financial LLC is a Charlotte based fee-only independent financial planning and investment management firm. Robert Higgins is a fee-only investment manager and CFP® professional. We offer client-centered wealth management services to affluent individuals who want to delegate some responsibility for managing and supervising their personal financial assets. Our expertise, experience, innovative thinking and collaboration are what you expect from a fiduciary advisor. We want to earn the right to be the trusted advisor. We listen carefully to understand your values and who and what matters to you. Together, we then map the path ahead. Collaboration with our clients’ other professionals often results in a new set of priorities. At a minimum, you can expect a new sense of control and peace of mind.

Contact
Click for phone number
(704) 366-8676
Click for fax number
(866) 282-2521
Address
910 Greentree Drive in Charlotte, NC 28211
Info
Year started: 1994

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Ashley Soto

Answered by Robert Higgins
Financial Adviser in Charlotte, NC
This is a very broad question. Perhaps your perception is true for some industries and not others? The single greatest variable will be expected earnings growth. Pe...
Financial Planning Investing & Retiring Stocks
Q&A
Asked by Daniel

Answered by Robert Higgins
Financial Adviser in Charlotte, NC
If they have earned income, they can open a Roth IRA and contribute up to 100% of their earned income up to $5,500, assuming a single filing status. They are presumab...
Financial Planning Investing & Retiring
Q&A
Asked by niklecce123

Answered by Katrina Lessard
Financial Adviser in Scottsdale, AZ
Special rules commonly referred to as the "kiddie tax" rules apply when a child has unearned income (for example, investment income). Children subject to the kiddie ta...
Tax Returns Taxes Federal Income Taxes
3
See more of Robert Higgins's answers

Specialties

  • Business Planning
  • Equities
  • Estate Planning
  • Life Insurance
  • Retirement Planning

Servicing

Credentials

Licenses

Series 6
Series 63
Series 65
Series 7

Associations

Institute of Management Accountants
Financial Planning Association

Certifications

Certified Financial Planner Certificant (CFP ®)
Certified Management Accountant (CMA)
Chartered Financial Consultant (ChFC)

Background

Experience

Principal
Finance Committee Member
Investment Committee Member

Education

The University of North Carolina at Chapel Hill
Wake Forest University