helping you achieve your goals

about the company

BIGHAM WEALTH ADVISORY

reach your financial goals

Transitions can be one of life’s most stressful and uncertain periods. Progressing from the known to the unknown creates an unsettling sense of insecurity. This scenario is never more evident than during the conversion from working to retirement. Bigham Wealth Advisory was founded to provide stability during this transition. We believe everyone should be able to live the retirement they’ve always wanted. Our three-step process consists of Discovery, Planning, and finally Implementation of a tailored financial strategies. 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 re-implement updated strategies. Commitment to the end goal is key to being successful. 

GET STARTED IN 3 EASY STEPS WITH OUR PROCESS

DISCOVER

It all begins with a simple idea and the plan to make it happen. At Bigham Wealth Advisory, you’re more than just a client, you’re family. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen. Schedule a meeting in person or over the phone to discuss what you want regarding your financial goals and retirement.

PLAN

Once we’ve established what it means to live your life in perfection, our goal will be to begin the plan of action to help make that happen. We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term investment strategy customized to your unique needs for long-term success. Utilizing your existing assets and considering those you expect to acquire in the future, we create flexible strategies to address each goal identified during the Discover meeting.

IMPLEMENTATION

The primary objective is to ensure a smooth transition process with active communication as each step of the process is being put into place. We offer consulting to help you achieve your true potential, and access to every level of our financial expertise and support. Once we’ve agreed upon the appropriate strategies for your needs, we put the plans into action using the best financial instruments at our disposal.

View our services page.

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