Financial
Services
Helping you take the "Big Steps" With
The Big Foot Money Method
When it comes to retirement, everyone is looking for something different. That’s why each step of our Bigfoot Money Method is designed to take the mystery out of financial planning — and put you closer to the retirement you’ve always envisioned.
When you work with us, we help you map out the "Big Steps" of the Big Foot Money Method to help you ensure that you are on strong financial footing moving forward.
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Income Planning
“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it.
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Investment Strategies
How you invest your money depends on a number of factors, including your age, your financial needs and your individual risk tolerance. In this big step, we focus on utilizing your assets to help you meet your personal goals.
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Giving
Many of our clients want to share their wealth with future generations and/or causes that lie very close to their hearts. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, estate planning and tax planning.
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Tax-Efficient Strategies
This is one of the most important Big Steps that is often overlooked. We help our clients to strategically allocate their money in order to minimize the tax burden through the use of life insurance and Roth IRA products.
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Health care Planning
While no one likes to think about it, health-related expenses can take a big bite out of your retirement savings and derail your financial goals, if you are not prepared. In this Big Step, we help craft comprehensive long-term care strategies and evaluate appropriate Medicare Supplement options, where suitable.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.