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Videos

About David Boothe
01:19

About David Boothe

How to Protect Yourself From Identity Theft
01:46

How to Protect Yourself From Identity Theft

What's the Difference Between a Will and a Living Trust?
01:27

What's the Difference Between a Will and a Living Trust?

How to Double Your Money
01:06

How to Double Your Money

How to be Tax Efficient with Your Investments
01:29

How to be Tax Efficient with Your Investments

When is the Best Time to Retire?
01:03

When is the Best Time to Retire?

How Do I Choose Medicare Coverage When I Retire?
01:26

How Do I Choose Medicare Coverage When I Retire?

Why is Asset Allocation Important to Investing?
01:29

Why is Asset Allocation Important to Investing?

What’s Your Risk Tolerance?
01:24

What’s Your Risk Tolerance?

How to Plan Ahead in Caring for Aging Parents
01:28

How to Plan Ahead in Caring for Aging Parents

Roth IRA - Convert or Contribute?
01:51

Roth IRA - Convert or Contribute?

How to Handle Your Debt with the Debt Snowball
01:25

How to Handle Your Debt with the Debt Snowball

Backdoor Roth IRA for High Income Earners
01:27

Backdoor Roth IRA for High Income Earners

Fiduciary Duty: Putting YOU First

As a fee-only firm, B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients.

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is a fee-only, registered investment adviser offering advisory services in the State(s) of DE, MD, NC, PA, TX, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Form CRS | Privacy Notice

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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