Financial Planner and Full Service Insurance Broker
Contact UsFull Service Insurance Broker & Financial Planner
Contact UsBigger & Company is your one-stop resource for your insurance and financial planning needs.
Financial planning that allows you to meet your goals, no matter your stage of life.
Putting you in control of your future.
Great financial results are no accident. They take goal planning, execution, analysis and adjustment when needed. Let Bigger & Company coach and assist with planning for all aspects of your financial life, including:
- Cash Flow Analysis;
- Education;
- Retirement;
- Special Needs;
- Long-term care;
- Estate;
- Insurance;
- Funding special purchases; and,
- Tax planning *.
No matter where you are in the journey of life, we can help you put your funds to work for you.
* Review any plan with your CPA or Tax Advisor to ensure compliance with the current tax code.
A full-service, high-touch insurance brokerage with 20+ years of experience.
Being full service means that we can assist you with both personal and business insurance decisions, and with anything from simple to very complex coverage purchases.
High touch? We’re there through every step in the process, and our job isn’t complete until you’ve secured the coverage that fits you best.
We work with individuals and businesses of all sizes.
We will bring you multiple companies from which you can choose your custom insurance program. Our loyalties are with our clients, not with any particular insurance company, so you’ll receive many options, not just one. We work with the finest insurance providers in the world and work hard to match you with the right choice.
Our job is to Educate, to Facilitate, and to Mentor our clients through an insurance purchase. We do not sell products or policies, we offer solution-oriented consulting services that have the goal of identifying and meeting your coverage needs.
Personal Insurance Services
If you are ready to assess your – and your family’s – needs for personal insurance, Bigger & Company can help ensure you secure the right amount of protection.
Business Insurance Services
Let Bigger & Company make sure your company is protected and that all of the potential areas of liability have been considered.
Financial Planning Services
Let Bigger & Company assist in your planning through financial coaching and planning.
When it’s time to ensure that your FINANCIAL PLANNING and INSURANCE requirements are being met for your family or business, let Bigger & Company walk you through it step-by-step. Contact Us and let’s get started!