BIG Investment Services

BIG Investment Services, also written B.I.G., plans finances and manages wealth for individuals and business owners from Dover, Delaware. It works with clients across the United States, and says its planning is shaped by what people want from life as well as by their money.

What BIG Investment Services does

• Retirement planning: preparing for retirement and staying retired through changing markets.
• College and legacy planning: passing wealth to family and funding children's and grandchildren's education.
• Business exit strategies: guiding owners from start-up through to retirement, with tax planning along the way.
• Asset accumulation: building savings towards personal goals such as a second home or travel.
• Charitable giving: structuring gifts to good causes.

Clients

The firm advises families, retirees and business owners, meeting them in person or by phone and video call.

Key facts

• Based in: Dover, Delaware
• Experience: over 30 years combined across the team
• Process: a two-step introductory consultation, followed by a five-step planning method