Start building the future you deserve, today
Expect more from your advisor, let the market work for you.
The first 30-minute meeting is free, and then continuous service is billed at a fixed fee, not percentage of assets.
Biggane Financial was created to serve clients who desire a sense of transparency and agency in how they are investing their money. We work with you to develop a strategy that meets your goals, in a way that gives you confidence in your financial security.
Our tailored 3 step approach will give you peace of mind that your finances are handled. We provide a top to bottom consultation to develop your strategy.
1: Survey client resources, expenses, and expected life events.
First, we want to get an idea of your financial health and determine if there is anything requiring immediate attention.
2: Establish your goals and timeline
We get an idea of the future you envision for yourself and your family. We want to account for large purchases like a house or vehicle. Lifestyle creep can sabotage your retirement strategy, we’ll make sure you stick to your plan.
3: Establish risk tolerance and develop a framework for investment.
There are several investment vehicles to choose from that each offer advantages. Let’s discuss what type of investment is the best for your level of risk and growth expectations. Finally, you can put your money to work!
