Comprehensive Financial Planning Services in Milford, DE

Embrace Financial Security with B.I.G. Investment Services

At B.I.G. Investment Services, our philosophy centers around understanding our clients' needs and determining if our services align with their financial goals. Our approach is built on five foundational principles that guide our relationship with clients from the first meeting through ongoing management.

Clear Focus on Your Goals

At B.I.G. Investment Services, we are dedicated to managing the money you don’t want to lose. We recognize that money is a tool to achieve your life goals, whether it's a comfortable retirement, succession planning for your business, sending your children to college, or acquiring that dream vacation home. Our clear focus ensures that we help you achieve your end goals while keeping you comfortable, even in challenging markets. For nearly 20 years, we have helped our clients reach their financial milestones.

Tactical Investment Approach

Our investment philosophy is conservative yet tactical. We balance your risk tolerance with your need for growth and income, allocating your assets to meet these parameters. Our tactical approach adapts to current market conditions, aiming to enhance returns and minimize risks. This dynamic strategy allows us to adjust your portfolio as needed to align with your financial goals and market opportunities.

B.I.G. Investment Services provides a range of scalable investment models tailored to meet the specific needs of each client. We discovered that the majority of investors share similar criteria, and through careful analysis of hundreds of clients, we designed models that address the most common needs regarding risk tolerance, growth, income needs, and tax sensitivity. These models are not one-size-fits-all but are adaptable to your unique circumstances. After a comprehensive consultation, we determine the right model(s) for you and manage these models in-house on a discretionary basis. This hands-on approach ensures that we are always aware of what is happening with every dollar of your investment.

Purposeful and Proactive Service

At B.I.G. Investment Services, we believe in maintaining a proactive approach to client service. We schedule regular reviews every 6 to 9 months, either in-person for local clients or via phone and online for those residing elsewhere. These reviews are essential for keeping your investments aligned with your current life situation and for updating your financial and retirement plans as needed. Our proactive service model ensures that we stay on top of any changes in your life that may impact your financial strategy.

Aligning Money with Your Life Goals

We understand that financial planning is deeply personal. B.I.G. Investment Services is here to help you pursue your financial goals at a pace that feels right for you, even when the markets are volatile. Rather than merely chasing returns, we focus on creating a robust plan that stands the test of time. Our goal is to help you develop a financial strategy that supports your short and long-term objectives, providing you with peace of mind and financial security.

The B.I.G. Difference

• Experienced Advisors: Our team consists of seasoned professionals with extensive knowledge in financial and retirement planning.

• Client-Centered Approach: We prioritize your needs and goals, ensuring personalized service and tailored advice.

• Comprehensive Services: From investment strategies to retirement planning, we offer a full range of financial services.

• Proactive Management: Regular reviews and updates keep your financial plan on track.

• In-House Management: All investment management is done in-house, giving us complete oversight and control.