2nd Opinion Discovery Call
Retirement Income Review
Full Financial Foundation
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
Our proprietary system can put you on the path to help achieve your financial independence.
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.
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.
Discuss your values, goals, relationships, assets, advisors, processes, & interests.
Analyze your current investments, their limitations & growth possibilities.
Determine a comfortable retirement budget & launch a plan to pursue these goals.
Insulate yourself from potential bad investments by investing in your financial education with BIGG™.
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.”
The decision to invest happens at all different stages of life.
We work with individuals and families who want financial confidence knowing someone else is handling their finances and long-term investing strategy.
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:
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