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Investment Planning

In a world where financial security feels increasingly elusive, making informed investment decisions has never been more critical. 

Here at B.I.G. Investment Services, we understand these complexities and we are passionate about guiding you through every step of your financial journey. Our team of seasoned professionals is dedicated to crafting personalized investment strategies that align with your unique goals and aspirations. 

Whether you're looking to grow your wealth, save for retirement, or set up a college fund,  we find the right investment model tailored to your needs.


How We Can Help: Your Delaware Investment Advisor

Personalized Investment Strategy

We start by getting to know you—not just your financial statements, but all your hopes for retirement, your dream vacation spots, and even your plans to send your kids (or grandkids) to college. Our team dives deep into the details of your financial life, analyzing your income, expenses, tax situation, and your existing investments.

Say you're a thrill-seeker, ready to ride the roller coaster of high-risk and high rewards, or you prefer a more scenic route, opting for stability over speculation. Whichever category you fall into, or if you're somewhere in between, we tailor our recommendations to fit you perfectly.

Diverse Portfolio Options

We have access to a wide range of investment opportunities to diversify your portfolio, so you're not just putting all your eggs in one basket. Whether it's stocks, bonds, mutual funds, ETFs, or alternatives like real estate or commodities, we’ve got you covered.

Risk Management

By balancing the scales between risk and return, we craft for you a plan that doesn’t shy away from opportunities but is prudent about protecting your hard-earned assets.

How do we do this? By employing tactics such as asset allocation based on your individual risk tolerance and investment horizon. Plus, we'll also use tools like hedging to protect against market downturns, ensuring that your financial goals remain within reach, no matter the market conditions.

Continuous Monitoring and Adjustment

Life changes—retirement, education, major purchases, or even changes in the economic landscape -  your strategy should be nimble enough to adapt. That's why regular reviews are at the heart of what we do here.

We don’t just set a course and forget; we’re constantly watching the horizon and the charts–ready to adjust as needed. This could also mean rebalancing your portfolio to maintain the right mix of assets, taking advantage of emerging opportunities, or even steering clear of new risks.


What You Will Get From Our Investment and Planning Services

Expert Guidance

When you choose to partner with us, you're getting direct access to a team of investment professionals who bring not just their expertise, but their passion for your success to the table every single day.

Customized Investment Plans

Whether you're dreaming about a beachfront retirement, aiming to send your kids to college without the burden of student loans, or looking to grow your wealth to leave a legacy, we tailor a strategy just for you.

Yes, every decision, from asset allocation to investment selection, is made with your objectives in mind, ensuring that your plan fits you perfectly.

Clarity and Confidence

We believe in cutting through the complexity, offering you clear, straightforward explanations of each option and how it can serve your goals.

Whether you have questions about emerging market funds or the ins and outs of bonds, we’re here with answers that not only make sense but make you feel ready to take on the world of investing with a true understanding.

Growth and Security

At B.I.G., we don’t just throw seeds in the ground and hope for the best. We carefully plan your financial garden.

Our strategies are also designed to cultivate your wealth, allowing for growth through carefully selected investments. Yet, we’re equally focused on security, implementing all our hedging techniques and diversification strategies to shelter all your assets from market downturns.

Making the Right Choice: Delaware Investment Company & B.I.G Standard Procedure

Consultation Process

We start with our free two-step introductory consultation process. This allows each of us to evaluate whether or not we may be a good fit for one another in the long run. Although this process is beneficial in person, we have many clients that have also completed it by phone and computer conference as well.

No Pressure

You are never expected to decide on the spot.

We even encourage you to interview other advisors as we are confident that our thorough approach and attention to detail are second to none. Should you decide to employ our firm going forward, we handle all of the details for you. We strive to make your transition as easy and painless as possible.

Follow Through

Once we have facilitated the transfer of your investment accounts, we schedule your 90-day review.

This appointment consists of going over your first statement and checking on any pending activity that we had discussed prior.

Ongoing Service

With our proactive approach, our clients have ongoing 6 to 9-month reviews scheduled in advance. These appointments consist of close monitoring of your financial plan and a review of your investment performance. Need to see us sooner? Just give us a call.

Ready to Transform Your Financial Future?

Take the first step towards achieving your investment goals with B.I.G. Investment Planning Services. We are poised to design a tailored strategy that grows with you.

Don't wait for tomorrow to secure your financial freedom.

Contact B.I.G. Today. Your future self will thank you!

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