Feel financially confident.
Earning great market returns year one serves no purpose if you give all those gains back year two. Lasting wealth is created over time through compounding and then preserving not only from market dips but also from tax changes and unexpected life events.
WHO WE ARE
Bigham Wealth Advisory is an independent financial advising firm who works with individual and small businesses to create and manage their financial objectives. Being independent, we are not bound to any proprietary product quotas or limited to offering only what some corporate office dictates. Rather, we seek to utilize the best tools to achieve our client’s personal goals.
WHAT WE DO
Through a series of data gathering sessions, financial goals and objectives are established, wants and needs are identified, and tolerance for risk is discussed, leading us to the creation of a personalized financial plan.
HOW IT'S DONE
Our three-step process consists of Discovery, Planning, and finally Implementation of a tailored financial strategy. But it doesn’t stop there, systematic reviews send use back to the beginning to then discover what may have changed, adjust the planning, and reimplement updated strategies. Commitment to the end goal is key to being successful.
SIGN UP FOR A
seminar
Our workshops are designed to provide individuals with essential tools and techniques of wealth strategies and planning for the future.
UPCOMING EVENTS
september, 2020
No Events
Grow
Prepare for retirement by putting your hard-earned assets to work.
- Risk Assessed Indicator Based portfolios
- Income Acquisition Planning
- Tax Minimization Strategies
Protect
Protect the assets that can help you live the retirement you’ve always imagined.
- Cash Accumulation Life Insurance
- Cash Accumulation Annuities
- Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
- Estate Planning
- Wealth Transfer Strategies
Let's start a conversation
Helping you meet your financial goals is the foundation of our business.
