Our Services
Learn about our The BIG Elite™ Concierge Service | Learn about our Holistic Financial Planning
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After your meeting with one of our registered investment advisors, you will be better informed when the time comes to choose from a comprehensive suite of products and services, and select those that address your unique situation.
Our Wealth Management and Consulting Services include:
- 401 (k) retirement plans and Individual Retirement Accounts (IRA, ROTH IRA)
- 529 qualified tuition plans
- Management - Direction for old Fixed and Variable Annuities
- Wealth Management - High-Net Worth clients
- Stocks, Corporate Bonds, Preferred Stocks
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Advice on old fixed and variable Life insurance policies
- Long-term care, disability and critical illness
- Health Insurance Group health benefits
We DO NOT sell any product. We simply advise the client(s) through either, the FINANCIAL PLANNING process or a specific modular basis. By doing so, there is no conflict of interest, and the client can be presented with various options without the taint of commission-driven sales.
Holistic Financial Planning
Registered Financial Advisors provide holistic financial planning services to those they serve. Most of the nation’s financial advisors pay lip service to holistic planning but few actually provide it. In recent years, the practice and public perception of financial planning tended to be focused on investments in general, and stocks in particular – a trend encouraged and reinforced by the fact that most providers of financial advice benefit from the sale of financial products.
As a result, many members of the public have received a painful reminder frequently forgotten: the value of investments can fall as well as rise. If they were relying on a financial advisor who was merely providing investment advice, they are probably surprised by and poorly prepared for the current economic downturn. Why? If a financial advisor does not understand the client’s full picture, the quality of advice in any one area, including investment advice, can suffer significantly.
Competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances, and ultimate financial goals. A financial plan built holistically includes much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decision is made within the context of the full picture. Registered Financial Advisors practice truly holistic financial planning to ensure their clients' entire financial picture is taken into account.
The BIG Elite™ Concierge Service
This exclusive service is provided for all our financial planning and investment advisory clients at no additional cost. Each area of the financial spectrum, The BIG, Inc. will provide a Concierge Service for you as we act as Fiduciary and Liaison for you. For example, our company will prepare detailed reports on Tax, Estate, Risk-Management, and Cash Flow. Plainly said; we do advanced tax planning, but we don’t prepare your taxes, we act on your behalf with our team of CPA’s; we do advanced estate planning, but we don’t prepare your Wills, Trusts, and Codicils, we act on your behalf with our team of Board Certified Estate Attorneys.
What Types of Services Are Offered?
A - Financial Planning
B - Monthly Wealth Management Advisory Services
C - Hourly Basis. Second Opinion without firing your current advisor.
