Services - BIGG Wealth Management

Services We Provide...

2nd Opinion Discovery Call

Investment Assessment

Retirement Income Review

Full Financial Foundation

Our Purpose

Financial Experience
You Can Count On

1

PRACTICE

BIGG™ Wealth Management is proud to utilize LPL Financial, one of the largest broker dealers in the nation*, as their broker dealer. As an independent broker dealer, LPL does not offer proprietary products, which allows BIGG™, a 24 year investment advisor, to recommend products that truly suit their clients. * as reported by Financial Planning magazine, June 1996-2021 based on total revenue

2

PROCESS

Our proprietary system can put you on the path to help achieve your financial independence.

3

FINANCIAL CONFIDENCE

BIGG™ Wealth Management is a one-stop-shop; Investments are truly customized to your family, your financials and your future goals. The better you do, the better BIGG does.

Our Process

The BIGG Wealth Management Process

After 20 years as a Certified Financial Planner™ professional, Bernard Ringer transitioned to utilize one of the largest independent brokers in the nation, LPL Financial, allowing greater flexibility and resources to help clients pursue their financial goals.

01. 2nd Opinion Discovery Call

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

02. Investment Assessment

Analyze your current investments, their limitations & growth possibilities.

03. Retirement Income Review

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

04. Full Financial Foundation

Insulate yourself from potential bad investments by investing in your financial education with BIGG™.

Why Our Process Works

There’s no one-glove-fits-all when it comes to investing. Our proprietary system recognizes diverse goals, timeframes and limitations. At BIGG™, we focus on this process & adhere to a financial plan & philosophy for the long run, not the short term. We tell people the hard truth: “The clients who believe in the hard truth follow a plan to financial independence.”

I have some of the best tools to help my clients work toward a life of dignity and independence with help from some of the latest financial planning software. I am willing to give you all the information even BEFORE you become a client.

~Bernard Ringer Certified Financial Planner™ professional

Who We Work With

The decision to invest happens at all different stages of life.

You inherited a lot of money & don’t know what to do with it
You made some bad investment decisions
You want to rearrange your finances for tax benefits
You went through a divorce
You’re tired of managing your money on your own
You want your money to work for you & you’re not sure it is

We work with individuals and families who want financial confidence knowing someone else is handling their finances and long-term investing strategy.

What to Expect on the Call

Even before the pandemic, BIGG™ offered fully remote consultations, including the 2nd Opinion Discovery Call. No matter your location, Bernard can meet you face-to-face virtually through Zoom. Discover calls take anywhere from 60 to 90 minutes. In this complimentary consultation we’ll answer tough questions:

Are you completely satisfied with the investment advice you've received?
How much money will it take to retire & stay comfortably retired?
Are you tired of trying to time the market to avoid its short term volatility?
Wouldn't you like someone to save you from yourself and your poor investment decisions?

Let's Do This

“Why settle for anything less than a veteran advisor? Be BIGG™”

Bernard Ringer is a Registered Representative with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AL, AZ, CO, CT, FL, HI, IL, IN, KS, KY, MA, MI, MS, NV, NJ, NM, NY, NC, OR, PA, SC, TX, VA, WA, WI, WY.

Bernard Ringer 1211 Newell Ave. Ste 120Walnut Creek, CA 94596 CA Insurance #0D93563

It Starts with a 2nd Opinion…

In the 2nd Opinion Discovery Call, we’ll address your values, goals, relationships, assets, advisors, processes, and interests. This complimentary service is the most important step in creating a custom financial plan that works for you.