Financial Planning Services
Funding Life’s Needs & Wants
Meeting our financial goals, especially large ones, takes planning, analysis, and occasional course correction. Having a trusted resource in invaluable, as they can work with you to:
- Articulate and document your financial goals;
- Develop a plan to allocate funds toward those goals;
- Help you to check-in on progress over time;
- Recommend corrections to the plan where needed if the goals are falling short.
Bigger & Company have over 20 years of financial planning expertise, and have helped their clients to launch a lifetime of solid financial decisions. This includes those looking to build wealth, to maximize the funds available to them, and to fund their lifestyles currently and later, into retirement.
Our services can be retained for long-term planning or on an hourly basis when advice and coaching is needed. We can engage for the long term as a trusted advisor, or for a short time to get you on the right track.
Contact us today and let’s begin the process.
Our financial planning services encompass all aspects of your financial life, including:
- Cash Flow Analysis;
- Special Needs;
- Long-term care;
- Funding special purchases; and,
- Tax planning *.
* Review any plan with your CPA or Tax Advisor to ensure compliance with the current tax code.
If your need goes beyond Financial Planning into Investment Management, Bigger & Company works closely with the professionals at Chesapeake Investment Management, LLC. Visit their website to learn more about what their talented staff can do for your portfolio growth.
When it’s time to develop and execute a financial plan that enables you to meet your goals, let Bigger & Company walk you through the process step-by-step. Contact Us and let’s get started!