Bernard "BIGG" Ringer
Certified Financial Planner™ professional

Helpful FINANCIAL INSIGHTS!

Financial Experience You Can Count On

After 20 years with a large Wall Street investment firm as an Investment Advisor & Certified Financial Planner™ professional, Bernard Ringer transitioned his practice into one of the largest independent brokers in the nation*, LPL Financial, allowing greater flexibility and resources
to help clients achieve their financial goals.

*as reported by Financial Planning Magazine, June 1996-2021, based on total revenue.

What We Do

2nd Opinion Discovery Call

Discuss your values, goals, relationships, assets, advisors, processes, & interests.

Investment Assessment

Analyze your current investments, their limitations & growth possibilities.

Retirement Income Review

Determine a comfortable retirement budget & launch a plan to pursue these goals.

Full Financial Foundation

Let BIGG™ help you mitigate risk & plan a strategy for financial growth.

Our Proprietary System

Look beyond short-term fluctuations.

We will tailor a financial plan suited to your investment comfort level.

The BIGG™ philosophy has stayed consistent since 1998. Temperament, experience and the ability to have patience, discipline, and faith in the future regardless of what the market does in the short-term is what helps make a successful investor.

I provide people the reason and support to help them stop worrying about their lives, investments, and things they have no control over.

~Bernard Ringer Certified Financial Planner™ professional
Our Process

1

1

You realize your current financial limitations.

Newfound wealth, previous poor investments, looking to grow assets…We can help no matter your motivation.

2

2

We schedule a 2nd Opinion Discovery Call.

Complimentary consultation scheduled at a time that works best for you. Remote or in-person.

3

3

We discuss your individual goals.

We assist all of our clients in developing a financial plan & retirement budget.

4

4

We get to work.

Execute financial strategies custom-built and flexible to you and your family.

We’ve Been Through the “Ringer” So You Don’t Have To

What can I expect from the 2nd Opinion Discovery Call?

In the 2nd Opinion Discovery Call, we’ll address your values, goals, relationships, assets, advisors, processes, and interests. Our goal is to focus on a process & adhere to a financial plan & philosophy that WORKS for you. We speak to clients directly: “The clients that believe in the hard truths of investing follow a plan to pursue success.”

Start Your 2nd Opinion Discovery Learn More

Your Investment

Everything has a price. The price of BIGG™ helps you avoid costly mistakes, make smart investing decisions, mitigate taxes, preserve your assets, magnify charitable gifts and leave a powerful legacy.

Isn’t it worth paying a little bit more to work with a seasoned advisor?

We provide the financial competence you’re looking for.

01

Advising Clients Since 1998

Entrusted with the lifetime savings of over 140 families.

02

Financial Confidence

Separate your emotions from your lifetime savings.

03

Trusted Care & Management

No outsourcing at BIGG™. You’ll work directly with Bernard.

Free eBook

Ready for revenue shifting results?

Download the FREE GUIDE to:

  • Learn how the BIGG MONEY comes from following a time-tested financial plan.
  • Understand the importance of HARD TRUTHS & what to do with them.
  • Implement strategies to separate lifetime savings from short-term emotions.
Grab your free ebook

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